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 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $6.5M |
| 2 | INDEPENDENT BANK CORPORATION INDEPENDENT BANK CORPORATION 401(K) PLAN | IONIA MI | 822 | $97.5M | $1.9M |
| 3 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $1.8M |
| 4 |
| MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION |
EAST LANSING MI |
| 1,444 |
| $177.2M |
| $1.6M |
| 5 | SAN LUIS VALLEY HEALTH SAN LUIS VALLEY HEALTH 403(B) PLAN | ALAMOSA CO | 783 | $36.8M | $1.3M |
| 6 | RHF INVESTMENTS, INC. RHF INVESTMENTS, INC. 401(K) SAVINGS PLAN | HICKORY NC | 1,616 | $50.4M | $1.2M |
| 7 | THE BLOOD CENTER THE BLOOD CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 168 | $6.0M | $940K |
| 8 | R.V. KUHNS & ASSOCIATES, INC. DBA RVK, INC. RVK, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 143 | $32.7M | $673K |
| 9 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $652K |
| 10 | PLUMAS BANK PLUMAS BANK 401(K) PROFIT SHARING PLAN | QUINCY CA | 192 | $26.7M | $566K |