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 | $2.8M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $670K |
| 3 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 |
| $20.5M |
| $374K |
| 4 | 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 | $200K |
| 5 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $125K |
| 6 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $120K |
| 7 | HUMAN DEVELOPMENT COMMISSION 403(B) THRIFT PLAN OF HUMAN DEVELOPMENT COMMISSION | CARO MI | 86 | $3.3M | $75K |
| 8 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $72K |
| 9 | CATHOLIC CHARITIES OF SOUTHERN 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF SOUTHERN NEVADA | LAS VEGAS NV | 312 | $9.6M | $68K |
| 10 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $50K |
