Form 5500 Search

American funds

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.

Plans holding
294
Total parsed position
$2.5B
Data source
Schedule of Assets

Plans holding this fundranked by position size

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Position
1SECURITAS SECURITY SERVICES USA, IN
SECURITAS SECURITY SERVICES USA INCENTIVE SAVINGS AND RETIREMENT PLAN
WESTLAKE VILLAGE
CA
76,740$519.2M$300.3M
2HCC INSURANCE HOLDINGS, INC.
HCC INSURANCE HOLDINGS, INC. 401(K) PLAN
HOUSTON
TX
2,750$560.6M$195.0M
3THE WILLIAM CARTER COMPANY
CARTERS 401(K) SAVINGS PLAN
ATLANTA
GA
6,091$318.7M$141.8M
4BROWN PHYSICIANS, INC.
BROWN PHYSICIANS, INC. 403(B) PLAN
PROVIDENCE
RI
1,424$280.2M$123.5M
5HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC.
HANNIBAL REGIONAL HOSPITAL RETIREMENT SAVINGS PLAN
HANNIBAL
MO
1,627$129.6M$86.4M
6EASTERN RESEARCH GROUP, INC.
EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN
CONCORD
MA
731$217.6M$80.1M
7HORIZON SERVICES, LLC
HORIZON SERVICES LLC 401(K) PLAN
NEWARK
DE
2,426$83.1M$56.3M
8BEPCO, L.P.
BASS THRIFT / 401(K) PLAN AND TRUST
FORT WORTH
TX
482$107.4M$52.4M
9UNIVERSITY FEDERAL CREDIT UNION
UNIVERSITY FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
AUSTIN
TX
749$126.6M$51.1M
10ITHAKA HARBORS, INC.
ITHAKA HARBORS, INC. 403(B) RETIREMENT PLAN
NEW YORK
NY
415$161.1M$49.1M
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