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 | NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN | PORTLAND OR | 104 | $25.5M | $3.8M |
| 2 | EVERGREEN FAMILY MEDICINE, P.C. EVERGREEN FAMILY MEDICINE, P.C. 401(K) PLAN | ROSEBURG OR | 311 | $17.4M | $1.3M |
| 3 | NATIVE AMERICAN YOUTH AND FAMILY CENTER NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN | PORTLAND OR | 140 | $5.0M |
| $1.1M |
| 4 | NEW NARRATIVE NEW NARRATIVE 401(K) PLAN | TIGARD OR | 318 | $5.7M | $11K |
