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 | WELLLIFE NETWORK INC. TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WELLLIFE NETWORK INC. | NEW HYDE PARK NY | 167 | $9.5M | $535K |
| 2 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $177K |
| 3 | ECKER CENTER FOR BEHAVIORAL HEALTH, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ECKER CENTER FOR BEHAVIORAL HEALTH, INC. | ELGIN IL | 139 | $6.3M |
| $142K |
| 4 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $122K |
| 5 | MILESTONE SENIOR SERVICES, INC. MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN | KALAMAZOO MI | 150 | $5.8M | $111K |
| 6 | FLORENCE CRITTENTON AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORENCE CRITTENTON AGENCY | KNOXVILLE TN | 47 | $2.5M | $23K |
| 7 | ONE FAMILY ILLINOIS 403(B) THRIFT PLAN FOR EMPLOYEES OF SOS CHILDREN S VILLAGES ILLINOIS | CHICAGO IL | 154 | $2.8M | $8K |
| 8 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $7K |
