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 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL SMOC 403(B) SAVINGS PLAN | FRAMINGHAM MA | 464 | $21.9M | $3.3M |
| 2 | GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND GOODWILL NORTHERN NEW ENGLAND 403(B) PLAN | GORHAM ME | 1,138 | $18.5M | $1.1M |
| 3 | FRANKLIN PRIMARY HEALTH CENTER, INC FRANKLIN PRIMARY HEALTH CENTER, INC. 403(B) PLAN | MOBILE AL | 209 | $8.4M | $587K |
| 4 | MEARS INSTALLATION, LLC PIPELINERS' RETIREMENT PLAN | COLLINSVILLE IL | 412 | $8.3M | $473K |
| 5 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $23K |