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 |
