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 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $883K |
| 2 | 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 | $510K |
| 3 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN |
| 372 |
| $16.8M |
| $418K |
| 4 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $150K |
| 5 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $143K |
| 6 | HUMAN DEVELOPMENT COMMISSION 403(B) THRIFT PLAN OF HUMAN DEVELOPMENT COMMISSION | CARO MI | 86 | $3.3M | $77K |
| 7 | A BETTER WAY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF A BETTER WAY, INC. | BERKELEY CA | 116 | $3.6M | $71K |
| 8 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $38K |
| 9 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS | RONKONKOMA NY | 101 | $9.2M | $22K |
| 10 | QUEENS COMMUNITY HOUSE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF QUEENS COMMUNITY HOUSE, INC. | FOREST HILLS NY | 650 | $10.1M | $7K |