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 | UNITED ASSOCIATED PENSION FUND LOCAL 13 U.A. LOCAL 13 PENSION FUND | ROCHESTER NY | 582 | $373.4M | $2.5M |
| 2 | ARTHUR J. GALLAGHER (ILLINIOS), LLC. ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN | ROLLING MEADOWS IL | 23,895 | $3.9B | $701K |
| 3 | THOMAS, DEAN & HOSKINS, INC. THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GREAT FALLS MT | 125 | $32.8M |
| $136K |
| 4 | CTL/THOMPSON, INC. CTL/THOMPSON, INC. SAVINGS AND RETIREMENT PLAN | CENTENNIAL CO | 278 | $22.4M | $130K |