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 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $728K |
| 2 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P. C. PROFIT SHARING 401(K) PLAN | PHILADELPHIA PA | 132 | $42.4M | $686K |
| 3 | LIVE OAK BANKING COMPANY LIVE OAK BANKING COMPANY 401(K) PLAN | WILMINGTON NC | 1,037 | $130.0M |
| $621K |
| 4 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $581K |
| 5 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $476K |
| 6 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN | CHICAGO IL | 437 | $25.9M | $469K |
| 7 | XOMA ROYALTY CORPORATION XOMA ROYALTY DEFERRED SAVINGS PLAN | EMERYVILLE CA | 13 | $25.4M | $377K |
| 8 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $341K |
| 9 | TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 458 | $21.6M | $245K |
| 10 | HORIZON HOME CARE & HOSPICE, INC. HORIZON HOME CARE & HOSPICE, INC. 403(B) RETIREMENT PLAN | MILWAUKEE WI | 382 | $32.6M | $240K |
