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 | LEGAL AID SOCIETY OF SUFFOLK C 403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID SOCIETY OF SUFFOLK COUNTY, INCORPORATED | CENTRAL ISLIP NY | 201 | $57.7M | $2.0M |
| 2 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $818K |
| 3 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. |
TARRYTOWN NY |
| 1,045 |
| $17.9M |
| $592K |
| 4 | THE ARC OF SAN DIEGO 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE ARC OF SAN DIEGO | SAN DIEGO CA | 902 | $9.9M | $345K |
| 5 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $290K |
| 6 | RURAL MEDICAL SERVICES, INC. SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF RURAL MEDICAL SERVICES, INC. | NEWPORT TN | 126 | $10.5M | $209K |
| 7 | ABILITIES NETWORK, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF ABILITIES NETWORK, INC. | TOWSON MD | 189 | $7.6M | $199K |
| 8 | HEALTH PLANNING COUNCIL OF SOU 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. | FORT MYERS FL | 145 | $11.5M | $154K |
| 9 | CHILDREN'S FORUM, INC. 403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. | TALLAHASSEE FL | 97 | $4.7M | $138K |
| 10 | MARYVALE SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE | ROSEMEAD CA | 153 | $14.1M | $115K |
