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 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $1.0M |
| 2 | UNIVERSITY PHYSICIAN GROUP UNIVERSITY PHYSICIAN GROUP 403B RETIREMENT PLAN | DETROIT MI | 652 | $102.3M | $403K |
| 3 | LIBERTY FEDERAL CREDIT UNION LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | EVANSVILLE IN | 603 | $49.8M | $277K |
| 4 |
| MCMAHON FORD COMPANY MCMAHON FORD SAVINGS PLAN |
ST LOUIS MO |
| 129 |
| $10.5M |
| $33K |