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 AID OF NORTHWEST TEXAS 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEGAL AID OF NORTHWEST TEXAS | FORT WORTH TX | 305 | $31.9M | $4.9M |
| 2 | 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 | $2.9M |
| 3 | PRESBYTERIAN CHILDREN'S HOMES 403(B) THRIFT PLAN FOR EMPLOYEES OF PRESBYTERIAN CHILDREN'S HOMES AND SERVICES | AUSTIN |
| 311 |
| $23.5M |
| $2.4M |
| 4 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $1.6M |
| 5 | THE ARC SAN FRANCISCO 403(B) THRIFT PLAN OF THE ARC SAN FRANCISCO | SAN FRANCISCO CA | 176 | $6.2M | $1.2M |
| 6 | COLUMBIANA COUNTY MENTAL HEALTH CLINIC COLUMBIANA COUNTY MENTAL HEALTH CLINIC 403B THRIFT PLAN | LISBON OH | 157 | $3.4M | $1.0M |
| 7 | RIVER HILLS COMMUNITY HEALTH CENTER 403(B) THRIFT PLAN OF RIVER HILLS COMMUNITY HEALTH CENTER | OTTUMWA IA | 229 | $17.5M | $995K |
| 8 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $914K |
| 9 | OUR LADY OF THE WAYSIDE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. | AVON OH | 370 | $5.0M | $689K |
| 10 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $645K |
