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 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $262.1M |
| 2 | COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE RETIREMENT TRUST | NEW YORK NY | — | $1.3B | $225.1M |
| 3 | COLGATE-PALMOLIVE COMPANY COLGATE-PALMOLIVE COMPANY EMPLOYEES' RETIREMENT INCOME PLAN | NEW YORK NY | 1,208 | $1.3B | $200.6M |
| 4 |
| MACYS INC MACYS INC DEFINED BENEFIT PLANS MASTER TRUST |
SPRINGDALE OH |
| — |
| $1.9B |
| $155.4M |
| 5 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS GROUP PENSION PLAN | EAGAN MN | 1,442 | $1.4B | $109.0M |
| 6 | POPULAR FIDUCIARY SERVICES 725 PUERTO RICO TELEPHONE COMPANY MASTER TRUST | SAN JUAN PR | — | $841.8M | $83.2M |
| 7 | BP CORPORATION NORTH AMERICA INC. BP MASTER TRUST FOR EMPLOYEE PENSION PLANS | HOUSTON TX | — | $5.3B | $66.6M |
| 8 | VALEO NORTH AMERICA, INC. VALEO NORTH AMERICA, INC. PENSION PLAN MASTER TRUST | TROY MI | — | $325.1M | $65.6M |
| 9 | NATIONAL FUEL GAS COMPANY NATIONAL FUEL GAS COMPANY RETIREMENT PLAN | WILLIAMSVILLE NY | 189 | $861.4M | $49.9M |
| 10 | BMW OF NORTH AMERICA, LLC BMW PENSION PLAN MASTER TRUST | WESTWOOD NJ | — | $693.0M | $35.3M |
