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 | BERRY COLLEGE, INC. BERRY COLLEGE TAX-DEFERRED ANNUITY PLAN | MOUNT BERRY GA | 679 | $27.0M | $953K |
| 2 | STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 114 | $65.1M | $780K |
| 3 | JONES COMPANIES, LLC JONES COMPANIES 401(K) PLAN | HATTIESBURG MS | 1,199 | $44.2M | $318K |
| 4 | FIONDELLA, MILONE & LASARACINA LLP FIONDELLA, MILONE & LASARACINA 401(K) PLAN | GLASTONBURY CT | 106 | $19.4M | $304K |
| 5 | AMERICAN COUNCIL ON EDUCATION AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN | WASHINGTON DC | 164 | $77.2M | $224K |