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 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $1.6M |
| 2 | MOSES/WEITZMAN HEALTH SYSTEM, INC MOSES/WEITZMAN HEALTH SYSTEM, INC. 403B RETIREMENT PLAN | MIDDLETOWN CT | 1,263 | $112.5M | $980K |
| 3 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $396K |
| 4 |
| QUANTUM WORKPLACE QUANTUM WORKPLACE 401(K) PROFIT SHARING PLAN |
OMAHA NE |
| 115 |
| $11.3M |
| $209K |
| 5 | COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 148 | $31.9M | $100K |
| 6 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $58K |
| 7 | MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN | SAINT LOUIS MO | 243 | $25.4M | $32K |
| 8 | SERVICESOURCE, INC. SERVICESOURCE, INC. 403(B) TAX DEFERRED THRIFT RETIREMENT PLAN | OAKTON VA | 2,691 | $124.5M | $15K |
