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 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $2.7M |
| 2 | ODD FELLOWS HOME OF CALIFORNIA THE MEADOWS OF NAPA VALLEY & SARATOGA RETIREMENT COMMUNITY 403(B) PLAN | MEDFORD OR | 535 | $16.4M | $605K |