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 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $249K |
| 2 | VIP SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | ELKHORN WI | 108 | $3.3M | $234K |
| 3 | NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. 403(B) THRIFT PLAN OF NORTH COUNTRY TRANSITIONAL LIVING SERVICES, INC. | WATERTOWN NY | 107 | $2.6M |
| $198K |
| 4 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $143K |
| 5 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $118K |
| 6 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $100K |
| 7 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $70K |
| 8 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $60K |
| 9 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $56K |
| 10 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. | SYRACUSE NY | 329 | $10.3M | $53K |
