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 | PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE OR | 1,342 | $243.3M | $2.1M |
| 2 | CAPE COD HEALTHCARE, INC. CAPE COD HEALTHCARE 403(B) PARTNERSHIP PLAN | HYANNIS MA | 4,934 | $929.2M | $2.0M |
| 3 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $1.9M |
| 4 |
| ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN |
SAN MATEO CA |
| 92 |
| $53.4M |
| $1.6M |
| 5 | HILLSPIRE, LLC HILLSPIRE, LLC RETIREMENT SAVINGS PLAN | PALO ALTO CA | 692 | $94.1M | $1.1M |
| 6 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $875K |
| 7 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $632K |
| 8 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $539K |
| 9 | CHICKASAW NATION INDUSTRIES, INC. CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN | NORMAN OK | 202 | $42.5M | $393K |
| 10 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $319K |
