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 | LAWRENCE HALL LAWRENCE HALL 401(K) PLAN | CHICAGO IL | 299 | $9.7M | $1.3M |
| 2 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $835K |
| 3 | WAIMANALO HEALTH CENTER WAIMANALO HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | WAIMANALO HI | 135 | $7.6M | $679K |
| 4 |
| BENHAVEN, INC. 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF BENHAVEN, INC. |
NORTH HAVEN CT |
| 267 |
| $8.3M |
| $657K |
| 5 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $586K |
| 6 | EXTRUDEX ALUMINUM INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF EXTRUDEX ALUMINUM INC. | NORTH JACKSON OH | 151 | $4.9M | $474K |
| 7 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $404K |
| 8 | TACONIC INNOVATIONS, INC. 403(B) THRIFT PLAN OF TACONIC INNOVATIONS INC. | WAPPINGERS FALLS NY | 348 | $3.7M | $246K |
| 9 | P.L.U.S. GROUP HOMES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF P.L.U.S. GROUP HOMES, INC. | WANTAGH NY | 708 | $9.3M | $232K |
| 10 | SAN DIEGO YOUTH SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN DIEGO YOUTH SERVICES | SAN DIEGO CA | 293 | $10.5M | $175K |
