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 | PACIFIC RETIREMENT SERVICES, INC. PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | MEDFORD OR | 2,984 | $111.8M | $7.2M |
| 2 | BLUE RIDGE HEALTHCARE SYSTEM BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN | MORGANTON NC | 2,422 | $113.3M | $7.2M |
| 3 | RUSSELL HOSPITAL CORPORATION RUSSELL HOSPITAL 403(B) PLAN | ALEXANDER CITY AL | 654 | $21.4M | $3.3M |
| 4 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $3.1M |
| 5 | CHILD & FAMILY SERVICES OF ERIE COUNTY 403(B) THRIFT PLAN FOR CHILD AND FAMILY SERVICES OF ERIE COUNTY | BUFFALO NY | 796 | $40.1M | $2.6M |