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 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.8M |
| 2 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $899K |
| 3 | HAWAIIUSA FEDERAL CREDIT UNION HAWAIIUSA FCU RETIREMENT PLAN | HONOLULU HI | 368 | $62.5M | $691K |
| 4 |
| MASCOMA BANK MASCOMA BANK 401(K) PROFIT SHARING PLAN |
LEBANON NH |
| 387 |
| $76.2M |
| $421K |
| 5 | WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | DUBLIN GA | 1,547 | $34.8M | $238K |
| 6 | SAGENET LLC SAGENET 401(K) PLAN | TULSA OK | 447 | $69.4M | $197K |
| 7 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $4K |
| 8 | HARBISONWALKER INTERNATIONAL, INC. HARBISONWALKER INTERNATIONAL 401(K) SAVINGS PLAN | PITTSBURGH PA | 419 | $38.7M | $4K |
| 9 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $3K |
