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 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $794K |
| 2 | MERIDIAN TRUST FEDERAL CREDIT UNION MERIDIAN TRUST FEDERAL CREDIT UNION RETIREMENT SAVINGS PLAN | CHEYENNE WY | 130 | $8.2M | $25K |
