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 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $1.9M |
| 2 | THE CHILDREN'S CENTER OF WAYNE THE CHILDREN'S CENTER OF WAYNE COUNTY, INC. 403(B) PLAN | DETROIT MI | 171 | $10.6M | $1.2M |
| 3 | LINCOLN BEHAVIORAL SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF LINCOLN BEHAVIORAL SERVICES | REDFORD MI | 219 | $7.0M | $981K |
| 4 | HAMBURGER HOME DBA AVIVA FAMIL 403(B) THRIFT PLAN FOR EMPLOYEES OF HAMBURGER HOME DBA AVIVA FAMILY AND CHILDREN'S SERVICES | LOS ANGELES CA | 179 | $7.4M | $535K |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $296K |
| 6 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $236K |
