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 | VISITING NURSE SERVICE AND HOSPICE OF SUFFOLK, INC. AGGREGATED 403(B) THRIFT PLAN OF VISITING NURSE SE OF SUFFOLK, INC. | NORTHPORT NY | 228 | $31.3M | $472K |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $460K |
| 3 | FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FAMILY RESOURCE & REFERRAL CENTER OF SAN JOAQUIN |
STOCKTON CA |
| 198 |
| $13.0M |
| $432K |
| 4 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $205K |
| 5 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $136K |
| 6 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $100K |
| 7 | SUBURBAN ACCESS, INC. EMPLOYEE BENEFIT PLAN OF SUBURBAN ACCESS, INC. | HOMEWOOD IL | 95 | $4.0M | $93K |
| 8 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $88K |
| 9 | AGEOPTIONS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF AGEOPTIONS, INC. | OAK PARK IL | 109 | $6.1M | $63K |
| 10 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $62K |
