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 |
| 6 | BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | TERRE HAUTE IN | 1,459 | $91.8M | $2.4M |
| 7 | TEXAS HEART INSTITUTE TEXAS HEART INSTITUTE SECTION 403(B) PLAN | HOUSTON TX | 255 | $24.3M | $2.2M |
| 8 | MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 486 | $90.4M | $2.0M |
| 9 | RINGLING COLLEGE OF ART AND DESIGN, INC. RINGLING COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SARASOTA FL | 587 | $56.2M | $1.2M |
| 10 | WELL-SPRING RETIREMENT COMMUNITY, INC. WELL-SPRING RETIREMENT COMMUNITY, INC. TAX-DEFERRED RETIREMENT SAVINGS PLAN | GREENSBORO NC | 781 | $16.5M | $981K |
