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 | FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP 401(K) PROFIT SHARING PLAN | MATAWAN NJ | 2,519 | $345.4M | $26.7M |
| 2 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $19.6M |
| 3 | BRUNSWICK GROUP, LLC BRUNSWICK 401(K) RETIREMENT PLAN | NEW YORK NY | 386 | $89.5M | $13.4M |
| 4 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $10.7M |
| 5 | CLEAVELAND/PRICE, INC. CLEAVELAND/PRICE, INC. 401K PLAN | TRAFFORD PA | 319 | $45.5M | $6.9M |
