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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $36.9M |
| 2 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $5.6M |
| 3 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $2.5M |
| 4 |
COLD SPRING HARBOR NY |
| 648 |
| $121.7M |
| $1.1M |
| 5 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $740K |
