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 | BOARD OF TRUSTEES U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND U.A. LOCAL UNION NO. 125 HEALTH AND WELFARE FUND | CEDAR RAPIDS IA | 987 | $53.4M | $6.0M |
| 2 | THE HAVI GROUP LIMITED PARTNERSHIP THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 1,163 | $359.8M | $4.3M |
| 3 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN ARIZONA LABORERS & TEAMSTERS ANNUITY PLAN | PHOENIX AZ |
| 2,566 |
| $45.9M |
| $2.7M |
| 4 | BERNSTEIN SHUR SAWYER & NELSON P.A. BERNSTEIN SHUR SAWYER & NELSON P.A. 401(K) PLAN | PORTLAND ME | 201 | $136.6M | $2.5M |
| 5 | BOARD OF TRUSTEES ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND ARIZONA LABORERS & TEAMSTERS PENSION TRUST FUND | PHOENIX AZ | 0 | $45.2M | $2.1M |
| 6 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $1.9M |
| 7 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PR MOBILITY 401K SAVINGS PLAN | DENVER CO | 968 | $52.6M | $1.4M |
| 8 | SHIELD HEALTHCARE CENTERS, INC. SHIELD HEALTHCARE CENTERS, INC. EMPLOYEE 401 (K) SAVINGS PLAN | VALENCIA CA | 368 | $26.3M | $563K |
| 9 | BOARD OF TRUSTEES I.A.H.F.I.A.W. LOCAL NO. 32 - ANNUITY FUND I.A.H.F.I.A.W. LOCAL NO. 32 - ANNUITY FUND | HOPATCONG NJ | 627 | $56.1M | $383K |
| 10 | ROCKSOL CONSULTING GROUP, INC. ROCKSOL CONSULTING GROUP, INC. 401(K) PLAN | THORNTON CO | 292 | $21.0M | $50K |
