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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $26.2M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $13.8M |
| 3 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $9.5M |
| 4 |
| VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL |
VAN NUYS CA |
| 1,688 |
| $89.4M |
| $4.9M |
| 5 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $4.1M |
| 6 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $3.2M |
| 7 | ST. LUKE'S CORNWALL HOSPITAL ST. LUKE'S CORNWALL HOSPITAL 403(B) RETIREMENT PLAN | NEWBURGH NY | 1,423 | $109.6M | $2.7M |
| 8 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $2.6M |
| 9 | REDFIN CORPORATION REDFIN 401(K) PROFIT SHARING PLAN | SEATTLE WA | 3,506 | $223.2M | $2.4M |
| 10 | ADAMS COMMUNICATIONS COMPANY LLC, DBA ADAMS PUBLISHING GROUP APG-REWARDS 401(K) PLAN | EASTON MD | 1,399 | $48.6M | $2.4M |
