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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $53.3M |
| 2 | DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC | NEW ORLEANS LA | 122 | $13.1M | $402K |
| 3 | JEWISH FAMILY & CHILDRENS SERVICE THE JF&CS PARTNERSHIP 403(B) PLAN | WALTHAM MA | 268 | $13.2M | $178K |
