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 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $1.3M |
| 2 | COMMUNITY LEGAL AID SOCAL COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 147 | $17.1M | $394K |
| 3 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY |
| 2,455 |
| $19.8M |
| $373K |
| 4 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $267K |
| 5 | ASSOCIATES FOR HUMAN SERVICES, INC. 403(B) THRIFT PLAN OF ASSOCIATES FOR HUMAN SERVICES, INC. | TAUNTON MA | 158 | $7.0M | $192K |
| 6 | PENINSULA COMMUNITY HEALTH SERVICES OF ALASKA, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF PENINSULA COMMUNITY HEALTH SERVICES OF ALASKA, INC. | SOLDOTNA AK | 74 | $10.1M | $128K |
| 7 | ANNE ARUNDEL COUNTY MENTAL ANNE ARUNDEL COUNTY MENTAL HEALTH AGENCY, INC. 403(B) THRIFT PLAN | ANNAPOLIS MD | 116 | $7.9M | $109K |
| 8 | SERVICES TO ENHANCE POTENTIAL 403(B) THRIFT PLAN OF SERVICES TO ENHANCE POTENTIAL | DEARBORN MI | 142 | $9.3M | $88K |
| 9 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $74K |
| 10 | SANTA FE SOUTH SCHOOLS, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SANTA FE SOUTH SCHOOLS, INC. | OKLAHOMA CITY OK | 473 | $15.2M | $62K |