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 BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $1.9M |
| 2 | ENVIRONMENTAL HEALTH & ENGINEERING, INC. ENVIRONMENTAL HEALTH & ENGINEERING, INC. 401(K) PLAN | NEWTON MA | 120 | $24.2M | $1.6M |
| 3 | SERVEFED, INC. SERVEFED, INC. 401(K) PLAN | GERMANTOWN MD | 338 | $5.7M | $195K |
| 4 |
| HEAD INJURY ASSOCIATION INC. 403(B) PLAN FOR HEAD INJURY ASSOCIATION INC. |
HAUPPAUGE NY |
| 414 |
| $7.8M |
| $52K |
