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 | MIDSTATES BANK, NATIONAL ASSOCIATION MIDSTATES BANK, NATIONAL ASSOCIATION 401(K) PLAN | HARLAN IA | 98 | $15.6M | $565K |
| 2 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON MA | 98 | $16.7M | $346K |
| 3 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN | AUSTIN TX | 1,575 | $42.3M |
| $339K |
| 4 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $285K |
| 5 | KENDRA SCOTT, LLC KENDRA SCOTT 401(K) PLAN | AUSTIN TX | 1,898 | $30.6M | $275K |
