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 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $5.1M |
| 2 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. | EATONTOWN NJ | 313 | $29.4M | $3.3M |
| 3 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $1.4M |
| 4 |
| THE ADVOCACY ALLIANCE THE ADVOCACY ALLIANCE RETIREMENT PLAN |
SCRANTON PA |
| 161 |
| $5.9M |
| $1.2M |
| 5 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN | CUMBERLAND WI | 236 | $18.7M | $505K |
| 6 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $263K |
| 7 | BALANCE AUTISM BALANCE AUTISM RETIREMENT PLAN | ALTOONA IA | 462 | $11.5M | $168K |
| 8 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN | NEW YORK NY | 127 | $6.5M | $97K |
| 9 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN | WAUWATOSA WI | 484 | $14.7M | $81K |
