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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $201.5M |
| 2 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $22.9M |
| 3 | MARINER FINANCE, LLC MARINER FINANCE LLC 401K PLAN | NOTTINGHAM MD | 2,269 | $112.7M | $10.4M |
| 4 |
| OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN |
NEW YORK NY |
| 278 |
| $230.0M |
| $5.6M |
| 5 | COVENANT TRANSPORT, INC. COVENANT TRANSPORTATION GROUP 401(K) & PROFIT SHARING PLAN | CHATTANOOGA TN | 3,429 | $79.4M | $4.4M |
| 6 | COUSHATTA TRIBE OF LOUISIANA COUSHATTA TRIBE 401(K) SAVINGS PLAN | ELTON LA | 1,592 | $61.1M | $4.3M |
| 7 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $4.0M |
| 8 | REDWOOD MANAGEMENT, LLC REDWOOD PARTNERS RETIREMENT PLAN | MEMPHIS TN | 1,311 | $27.8M | $3.2M |
| 9 | ORVEON GLOBAL US LLC ORVEON GLOBAL US LLC 401(K) PLAN | NEW YORK NY | 255 | $18.4M | $3.1M |
| 10 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN | DEER PARK TX | 142 | $136.8M | $3.1M |
