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 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN | NEW ULM MN | 135 | $12.0M | $1.1M |
| 2 | WILSHIRE HEALTH AND COMMUNITY SERVICES, INC. WILSHIRE HEALTH AND COMMUNITY SERVICES 403(B) RETIREMENT PLAN | SAN LUIS OBISPO CA | 137 | $8.2M | $576K |
| 3 | EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, INC. RETIREMENT PLAN | SAN FRANCISCO CA |
| 414 |
| $12.7M |
| $567K |
| 4 | KEIRO NORTHWEST KEIRO NORTHWEST 403(B) PLAN | SEATTLE WA | 62 | $3.7M | $196K |
| 5 | POMPERAUG WOODS, INC. POMPERAUG WOODS, INC. INTERNAL REVENUE CODE SECTION 403(B) TAX DEFERRED ANNUITY PLAN | SOUTHBURY CT | 172 | $3.2M | $91K |
