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 | TWINING, INC. TWINING RETIREMENT SAVINGS PLAN | LONG BEACH CA | 167 | $16.7M | $1.2M |
| 2 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEEKWOOD 403(B) PLAN | NASHVILLE TN | 209 | $5.7M | $1.1M |
| 3 | COALITION ON HOMELESSNESS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 403(B) PLAN | COLUMBUS OH | 637 | $10.4M | $686K |
| 4 |
| JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER |
PINE BLUFF AR |
| 120 |
| $4.4M |
| $350K |
| 5 | TREE HOUSE BREWING COMPANY, IN TREE HOUSE BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLTON MA | 472 | $6.7M | $281K |
| 6 | COLUMBIANA COUNTY MENTAL HEALTH CLINIC COLUMBIANA COUNTY MENTAL HEALTH CLINIC 403B THRIFT PLAN | LISBON OH | 157 | $3.4M | $142K |
| 7 | COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. | SAINT PAUL MN | 145 | $3.0M | $56K |
| 8 | MERS/MISSOURI GOODWILL INDUSTRIES MERS/MISSOURI GOODWILL 403B PLAN | ST LOUIS MO | 1,924 | $10.0M | $45K |
| 9 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $39K |
