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 | LEGAL ASSISTANCE OF WESTERN LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 175 | $12.0M | $447K |
| 2 | GOODWILL SERVICES, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF GOODWILL SERVICES, INC. | RICHMOND VA | 183 | $2.9M | $389K |
| 3 | LEGAL ASSISTANCE OF WESTERN 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 117 | $2.5M |
| $124K |
| 4 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $121K |
| 5 | NORTHPOINTE COUNCIL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF NORTHPOINTE COUNCIL, INC. | NIAGARA FALLS NY | 87 | $3.0M | $83K |
| 6 | NEIGHBOR TO FAMILY, INC. EMPLOYEE BENEFIT PLAN OF NEIGHBOR TO FAMILY, INC. | DAYTONA BEACH FL | 75 | $2.6M | $64K |
