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 | ALLIANCE FOR AGING, INC. SAFE-HARBOR 401(K PROFIT SHARING PLAN FOR EMPLOYEES OF ALLIANCE FOR AGING, INC. | MIAMI FL | 83 | $8.1M | $769K |
| 2 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $409K |
| 3 | TRI-COUNTY COMMUNITY ACTION AGENCY 403(B) THRIFT PLAN FOR EMPLOYEES OF TRI-COUNTY COMMUNITY ACTION AGENCY | JOHNSTON RI | 490 |
| $15.1M |
| $211K |
| 4 | REFOCUS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF REFOCUS, INC. | PROVIDENCE RI | 273 | $13.7M | $168K |
| 5 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $144K |
| 6 | FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA 403(B) THRIFT PLAN FOR EMPLOYEES OF FLORIDA WEST COAST SYMPHONY, INC. D/B/A SARASOTA ORCHESTRA | SARASOTA FL | 191 | $10.3M | $143K |
| 7 | P.E.A.C.E., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF P.E.A.C.E., INC. | SYRACUSE NY | 329 | $10.3M | $123K |
| 8 | MIDPENN LEGAL SERVICES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF MIDPENN LEGAL SERVICES, INC. | HARRISBURG PA | 108 | $9.7M | $109K |
| 9 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $107K |
| 10 | SOUTHERN OREGON CHILD AND FAMILY COUNCIL, INC. SOUTHERN OREGON HEAD START RETIREMENT PLAN | CENTRAL POINT OR | 385 | $11.6M | $105K |
