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 | CARE PLUS BERGEN, INC. 401(K) PLAN OF CARE PLUS BERGEN FOR UNION EMPLOYEES | PARAMUS NJ | 1,876 | $78.0M | $17.3M |
| 2 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $14.4M |
| 3 | GIFFORD HEALTH CARE, INC. GIFFORD HEALTH CARE, INC. 403(B) RETIREMENT PLAN | RANDOLPH VT | 636 |
| $74.1M |
| $6.2M |
| 4 | CARE PLUS BERGEN, INC. 401(K) PLAN OF CARE PLUS BERGEN FOR NON-UNION EMPLOYEES | PARAMUS NJ | 649 | $36.4M | $5.4M |
| 5 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $4.4M |
| 6 | IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES IA | 2,536 | $621.4M | $2.4M |
| 7 | PORTAGE PATH BEHAVIORAL HEALTH PORTAGE PATH BEHAVIORAL HEALTH / NORTHEAST OHIO PSYCHIATRIC INSTITUTE RETIREMENT PLAN | AKRON OH | 129 | $12.4M | $2.1M |
| 8 | UNIVERSITY OF MOUNT OLIVE UNIVERSITY OF MOUNT OLIVE 401(K) PLAN | MOUNT OLIVE NC | 186 | $28.1M | $2.0M |
| 9 | LA SALLE UNIVERSITY LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 1,177 | $228.8M | $1.7M |
| 10 | UB FOUNDATION ACTIVITIES, INC. UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN | BUFFALO NY | 418 | $114.6M | $1.4M |
