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 | HEWLETT PACKARD ENTERPRISE HEWLETT PACKARD ENTERPRISE 401(K)PLAN | SPRING TX | 14,550 | $8.8B | $1.3M |
| 2 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $1.3M |
| 3 | BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY MO | — | $208.5M | $1.3M |
| 4 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $772K |
| 5 | BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STORE RETAIL, WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION AND INDUSTRY PENSION FUND | BIRMINGHAM AL | 1,569 | $618.9M | $726K |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $698K |
| 7 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $525K |
| 8 | BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO | WESTERVILLE OH | 15,028 | $2.7B | $381K |
| 9 | EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNION UFCW INTL UNION PENSION PLAN FOR EMPLOYEES | WASHINGTON DC | 2,086 | $1.2B | $348K |
| 10 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC SMALL CAP POOL | KANSAS CITY MO | — | $33.4M | $317K |
