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 | OPERATION KINDNESS 403(B) THRIFT PLAN FOR EMPLOYEES OF OPERATION KINDNESS | CARROLLTON TX | 189 | $2.1M | $265K |
| 2 | MIDPENN LEGAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC. | HARRISBURG PA | 108 | $9.7M | $265K |
| 3 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 | $15.1M |
| $262K |
| 4 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $232K |
| 5 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $168K |
| 6 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $37K |
| 7 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $22K |
| 8 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $22K |
| 9 | JARC 403(B) THRIFT PLAN FOR EMPLOYEES OF JARC | BLOOMFIELD HILLS MI | 50 | $2.6M | $11K |
