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 | LEGACY COMMUNITY FEDERAL CREDIT UNION LEGACY COMMUNITY FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BIRMINGHAM AL | 99 | $31.1M | $1.9M |
| 2 | SOARION CREDIT UNION SOARION CREDIT UNION RETIREMENT PLAN AND TRUST | SAN ANTONIO TX | 35 | $24.2M | $1.9M |
| 3 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MAUMEE OH | 121 | $24.8M |
| $1.5M |
| 4 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $239K |
| 5 | CABRILLO CREDIT UNION CABRILLO CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 71 | $8.1M | $94K |
| 6 | THE MOREY ORGANIZATION, INC. MOREY ORGANIZATION 401(K) RETIREMENT PLAN | WILDWOOD NJ | 191 | $22.8M | $38K |
