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 | SOURCEAMERICA SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | VIENNA VA | 425 | $135.1M | $4.1M |
| 2 | TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLAN | SUGAR LAND TX | 3,412 | $70.9M | $2.4M |
| 3 | VITALCORE HEALTH STRATEGIES, LLC VITALCORE HEALTH STRATEGIES, LLC 401(K) PLAN PLAN | TOPEKA KS | 3,534 | $13.7M |
| $1.3M |
| 4 | VAIL MOUNTAIN SCHOOL VAIL MOUNTAIN SCHOOL 403(B) RETIREMENT PLAN | VAIL CO | 85 | $9.6M | $155K |