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 | GUIDE DOG FOUNDATION FOR THE BLIND 403(B) THRIFT PLAN OF GUIDE DOG FOUNDATION FOR THE BLIND, INC. | SMITHTOWN NY | 162 | $20.5M | $519K |
| 2 | 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 | $409K |
| 3 | ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC. 403(B) THRIFT AGGREGATED PLAN OF ASSOCIATION FOR MENTAL HEALTH AND WELLNESS |
| 101 |
| $9.2M |
| $205K |
| 4 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $96K |
| 5 | 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 | $87K |
| 6 | 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 | $84K |
| 7 | NORTH COAST OPPORTUNITIES, INC 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTH COAST OPPORTUNITIES, INC. | UKIAH CA | 285 | $8.4M | $70K |
| 8 | TIBURCIO VASQUEZ HEALTH CENTER TIBURCIO VASQUEZ HEALTH CENTER, INCORPORATED 403(B) PLAN | HAYWARD CA | 372 | $16.8M | $62K |
| 9 | FAMILY SERVICES OF WESTCHESTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. | PURCHASE NY | 669 | $11.9M | $55K |
| 10 | NEAR NORTH HEALTH SERVICE CORPORATION NEAR NORTH HEALTH SERVICE CORPORATION | CHICAGO IL | 226 | $8.3M | $39K |