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 | UNITED CEREBRAL PALSY OF NEW TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK | NEW YORK NY | 2,471 | $60.2M | $3.9M |
| 2 | GREATER ERIE COMMUNITY ACTION COMMITTEE GREATER ERIE COMMUNITY ACTION COMMITTEE TAX DEFERRED ANNUITY PROGRAM | ERIE PA | 134 | $11.3M | $2.8M |
| 3 | GREATER LAWRENCE COMMUNITY ACTION COUNCIL INC. 403B PLAN GREATER LAWRENCE COMMUNITY ACTION COUNCIL, INC. 403(B) PLAN | LAWRENCE MA |
| 311 |
| $7.0M |
| $719K |
| 4 | HERALD CHRISTIAN HEALTH CENTER HERALD CHRISTIAN HEALTH CENTER RETIREMENT PLAN | EL MONTE CA | 221 | $11.1M | $697K |
| 5 | GULFSTREAM GOODWILL INDUSTRIES 403(B) THRIFT PLAN OF GULFSTREAM GOODWILL, INC. | WEST PALM BEACH FL | 679 | $8.4M | $673K |
| 6 | COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES 401(K) RETIREMENT PLAN | LINCOLN NE | 225 | $4.5M | $518K |
| 7 | COLUMBIA VANTAGE HOUSE COLUMBIA VANTAGE HOUSE CORPORATION 403(B) TDA PLAN | COLUMBIA MD | 253 | $4.5M | $487K |
| 8 | PEORIA PRODUCTION SHOP PEORIA PRODUCTION SHOP RETIREMENT PLAN | PEORIA IL | 236 | $6.1M | $237K |
| 9 | WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. WILLIAM F. RYAN COMMUNITY HEALTH CENTER, INC. PENSION PLAN | NEW YORK NY | 98 | $9.8M | $14K |
