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 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | CORVALLIS OR | 6,427 | $703.3M | $13.2M |
| 2 | AVEANNA HEALTHCARE AVEANNA HEALTHCARE 401(K) PLAN | ATLANTA GA | 26,661 | $234.3M | $5.5M |
| 3 | SAMARITAN HEALTH SERVICES SAMARITAN HEALTH SERVICES RETIREMENT PLAN | CORVALLIS OR | 5,269 | $320.6M | $5.1M |
| 4 |
| RIVERSIDE MANAGEMENT SERVICES, INC. RIVERSIDE HEALTH SYSTEM 401(K) SAVINGS PLAN |
NEWPORT NEWS VA |
| 8,159 |
| $314.0M |
| $3.2M |
| 5 | SAINT THERESE SAINT THERESE AND AFFILIATES EMPLOYEE BENEFIT 403(B) RETIREMENT PLAN | ST LOUIS PARK MN | 1,073 | $25.5M | $3.2M |
| 6 | WNC & ASSOCIATES, INC. WNC & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 137 | $32.4M | $1.9M |
| 7 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 | $118.6M | $921K |
| 8 | BAYLEY CONSTRUCTION BAYLEY CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | MERCER ISLAND WA | 92 | $27.9M | $917K |
| 9 | NAP ASSET HOLDINGS, LTD NAP ASSET HOLDINGS 401(K) PLAN | JASPER IN | 232 | $14.6M | $867K |
| 10 | OXFAM AMERICA, INC. OXFAM AMERICA 403(B) PLAN | BOSTON MA | 227 | $22.8M | $327K |
