U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $1.7M |
| 2 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN | MEDINA NY | 352 | $18.4M | $875K |
| 3 | TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | SIOUX FALLS SD | 112 | $6.9M | $17K |
| 4 | SYNERGY IT SOLUTIONS OF NYS, INC. SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHEEKTOWAGA NY | 94 | $8.8M | $8K |
| 5 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH PENSION PLAN | MEDINA NY | 4 | $60K | $1K |
