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 | FAMILY DEVELOPMENT SERVICES INC. FAMILY DEVELOPMENT SERVICES INC. 403B RETIREMENT PLAN | INDIANAPOLIS IN | 233 | $6.6M | $584K |
| 2 | COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC. C.A.P.E. 401K EMPLOYEE SAVINGS PLAN | EVANSVILLE IN | 167 | $1.9M | $301K |
| 3 | SCHWARTZ & ASSOCIATES, P. A. SCHWARTZ & ASSOCIATES, P.A. 401(K) SALARY SAVINGS PLAN | JACKSON MS | 114 | $9.0M |
| $22K |
