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 | VALLEY MEDICAL FACILITIES, INC. HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | MOON TOWNSHIP PA | 2,664 | $372.3M | $28.4M |
| 2 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $10.9M |
| 3 | ANALYTICAL MECHANICS ASSOCIATES, INC. ANALYTICAL MECHANICS ASSOCIATES 401K PLAN | HAMPTON VA | 687 | $88.2M | $6.9M |
| 4 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $6.0M |
| 5 | BETHANY ST. JOSEPH CORPORATION BETHANY ST. JOSEPH CORPORATION RETIREMENT PLAN | LA CROSSE WI | 251 | $19.4M | $5.1M |