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 | COVENANT WOODS COVENANT WOODS 403B RETIREMENT SAVINGS PLAN | MECHANICSVILLE VA | 317 | $10.4M | $183K |
| 2 | MEDF PHYSICIANS CORP. MEDF PHYSICIANS CORP. VOLUNTARY TAX DEFERRED ANNUITY PLAN | COLDWATER OH | 197 | $13.0M | $124K |
| 3 | STEVES & SONS INC. STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 1,734 | $14.0M | $82K |
| 4 |
| INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN |
INDIANAPOLIS IN |
| 67 |
| $8.4M |
| $37K |
