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 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $6.1M |
| 2 | BURGUNDY ASSET MANAGEMENT LTD. BURGUNDY FUNDS, DST GLOBAL EQUITY PORTFOLIO | — | — | $169.6M | $5.9M |
| 3 | VIATRIS PHARMACEUTICALS LLC PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | CANONSBURG PA | 623 | $604.1M | $3.5M |
| 4 |
| DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND |
NORTH BRUNSWICK NJ |
| 62 |
| $331.4M |
| $3.3M |
| 5 | CRETE CARRIER CORPORATION CRETE CARRIER CORPORATION 401(K) PROFIT SHARING PLAN | LINCOLN NE | 5,844 | $352.6M | $3.1M |
| 6 | I.U.O.E. LOCAL 132 PENSION FUND I.U.O.E. LOCAL 132 PENSION FUND | HUNTINGTON WV | 1,524 | $559.3M | $1.4M |
| 7 | CSX CORPORATION CSX CORPORATION 401(K) PLAN | JACKSONVILLE FL | 3,385 | $1.5B | $1.3M |
| 8 | CSX CORPORATION CSX CORPORATION CAPITAL BUILDER PLAN | JACKSONVILLE FL | 19,459 | $1.5B | $1.3M |
| 9 | SHEET METAL WORKERS PENSION FUND OF LOCAL UNION SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19 | PHILADELPHIA PA | 1,833 | $519.2M | $937K |
| 10 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $822K |
