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 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC SALARIED EMPLOYEES SAVINGS PLAN | HAMPTON GA | 216 | $20.6M | $57K |
| 2 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC HOURLY EMPLOYEES SAVINGS PLAN | HAMPTON GA | 236 | $5.1M | $57K |
| 3 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN | BOSTON MA | 125 | $12.3M | $41K |
| 4 |
| THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK, INC. THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK TAX SHELTERED ANNUITY PLAN |
ALBANY NY |
| 131 |
| $9.1M |
| $28K |
| 5 | AMERICAN WELDING SOCIETY AMERICAN WELDING SOCIETY 403(B) RETIREMENT PLAN | MIAMI FL | 159 | $24.6M | $15K |
