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 | NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MS SOCIETY 401(K) PLAN | NEW YORK NY | 701 | $94.6M | $6.0M |
| 2 | HEARTLAND, LLC HEARTLAND, LLC 401(K) PLAN | KANSAS CITY MO | 3,536 | $46.1M | $2.5M |
| 3 | MILKEN INSTITUTE MILKEN INSTITUTE 403(B) PLAN | SANTA MONICA CA | 278 | $32.0M | $2.4M |
| 4 |
TAMPA FL |
| 6,121 |
| $32.5M |
| $2.3M |
| 5 | MARSDEN SERVICES, L.L.C. MARSDEN RETIREMENT SAVINGS PLAN | ST. PAUL MN | 7,167 | $21.9M | $2.1M |
| 6 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $2.1M |
| 7 | NATIONAL AIR CARGO, INC. NATIONAL AIR CARGO 401(K) PLAN | ORCHARD PARK NY | 593 | $29.2M | $801K |
| 8 | MERRITT TRAILERS, INC. MERRITT TRAILERS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON CO | 255 | $15.5M | $748K |
| 9 | NATIONAL CHILDRENS CENTER, INC. NATIONAL CHILDREN'S CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN | SILVER SPRING MD | 530 | $13.8M | $720K |
| 10 | OHIOGUIDESTONE OHIOGUIDESTONE 401(K) PLAN | BEREA OH | 1,266 | $39.7M | $716K |
