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 | HERITAGE FAMILY FEDERAL CREDIT UNION HERITAGE FAMILY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | RUTLAND VT | 90 | $21.7M | $213K |
| 2 | HERITAGE FAMILY FEDERAL CREDIT UNION HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN | RUTLAND VT | 167 | $15.1M | $8K |
