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 | BOARD OF TRUSTEES STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 WELFARE FUND | OMAHA NE | 1,151 | $42.4M | $1.2M |
| 2 | SPECIAL PEOPLE IN NORTHEAST, INC. SPECIAL PEOPLE IN NORTHEAST, INC. 403(B) PLAN | PHILADELPHIA PA | 1,072 | $50.7M | $962K |
| 3 | FAMILIES AND COMMUNITIES RISIN FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST | DURHAM NC |
| 157 |
| $7.9M |
| $200 |
