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 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $618K |
| 2 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $486K |
| 3 | UNITED WAY, INC. 403(B) THRIFT PLAN OF UNITED WAY, INC. | LOS ANGELES CA | 73 | $10.8M | $202K |
| 4 |
| VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA |
SANTA BARBARA CA |
| 148 |
| $21.9M |
| $196K |
| 5 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN TX | 311 | $23.5M | $170K |
| 6 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $160K |
| 7 | ADVANCEMENT PROJECT EDUCATION FUND 403(B) THRIFT PLAN FOR EMPLOYEES OF ADVANCEMENT PROJECT EDUCATION FUND | WASHINGTON DC | 52 | $8.3M | $83K |
| 8 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $78K |
| 9 | FAMILY SERVICE ROCHESTER, INC. FAMILY SERVICE ROCHESTER INC. SAFE HARBOR 403(B) PLAN | ROCHESTER MN | 171 | $8.8M | $72K |
| 10 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $60K |
