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 | METROPOLITAN AREA AGENCY ON AGING INC 403(B) THRIFT PLAN FOR TRELLIS | MINNEAPOLIS MN | 90 | $11.8M | $64K |
| 2 | THE ARC BALTIMORE, INC. 403(B) THRIFT PLAN OF THE ARC BALTIMORE, INC. | BALTIMORE MD | 938 | $26.0M | $57K |
| 3 | ALPHA SUPPORTED LIVING SERVICE 403(B) THRIFT PLAN OF ALPHA SUPPORTED LIVING SERVICES | BOTHELL WA | 1,165 | $11.5M | $53K |
| 4 |
| WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. |
QUAKER HILL CT |
| 155 |
| $11.2M |
| $48K |
| 5 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $40K |
| 6 | TRI-COUNTY COMMUNITY ACTION PROGRAM 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION PROGRAM, INC. | LITTLE FALLS MN | 150 | $5.4M | $17K |
| 7 | SCOTT-CARVER-DAKOTA CAP AGENCY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SCOTT-CARVER-DAKOTA CAP AGENCY, INC. | SHAKOPEE MN | 148 | $5.0M | $9K |
| 8 | STONE BELT ARC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF STONE BELT ARC, INC. | BLOOMINGTON IN | 415 | $9.4M | $6K |
| 9 | BETTER COMMUNITY LIVING, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BETTER COMMUNITY LIVING, INC. | NEW BEDFORD MA | 321 | $2.9M | $1K |
| 10 | VISTABILITY 403(B) THRIFT PLAN FOR EMPLOYEES OF VISTABILITY | MARTINEZ CA | 317 | $10.8M | $1K |
