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 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $1.6M |
| 2 | AVATAR RESIDENTIAL, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AVATAR RESIDENTIAL, INC. | WARWICK RI | 279 | $7.3M | $554K |
| 3 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 |
| $11.2M |
| $400K |
| 4 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $83K |
| 5 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. ELDER SERVICES OF BERKSHIRE COUNTY 403(B) PLAN | PITTSFIELD MA | 144 | $4.8M | $81K |
