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 | BURGUNDY ASSET MANAGEMENT LTD. BURGUNDY FUNDS, DST GLOBAL EQUITY PORTFOLIO | — | — | $169.6M | $3.8M |
| 2 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $1.7M |
| 3 | CALERES, INC. CALERES, INC. RETIREMENT PLAN | ST LOUIS MO | 3,081 | $312.0M | $273K |
| 4 |
| BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN |
PHOENIX AZ |
| 24,360 |
| $1.0B |
| $173K |
| 5 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $52K |
| 6 | LAERDAL MEDICAL CORPORATION LAERDAL MEDICAL CORPORATION EMPLOYEES' PENSION PLAN | WAPPINGERS FALLS NY | 174 | $12.5M | $42K |
| 7 | BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY | TROY MI | 4,904 | $1.4B | $10K |
| 8 | BOT NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND N. ATLANTIC STATES CARP. HEALTH BENEFITS FUND | WILMINGTON MA | 18,857 | $939.0M | $3K |
| 9 | TRUSTEES OF CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WELFARE FUN CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS WEL | TROY MI | 20,998 | $596.2M | $2K |
