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 | THE OGILVY GROUP, LLC OGILVY & MATHER ACCOUNT BALANCE DEFINED BENEFIT CONTINUATION PENSION PLAN | NEW YORK NY | 204 | $170.6M | $52.4M |
| 2 | CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. RETIREMENT PLAN | WILMINGTON DE | 2,129 | $599.3M | $19.7M |
| 3 | TRUSTEES OF THE INSURANCE ORGANIZATIONS' PENSION TRUST INSURANCE ORGANIZATIONS EMPLOYEES' RETIREMENT PLAN | LIVONIA MI | 636 |
| $220.7M |
| $19.6M |
| 4 | YOUNG & RUBICAM LLC YOUNG & RUBICAM LLC CAREER CASH BALANCE CONTINUATION PLAN | NEW YORK NY | 434 | $60.6M | $11.6M |
| 5 | FISERV SOLUTIONS, LLC. FISERV 401(K) SAVINGS PLAN | MILWAUKEE WI | 22,809 | $5.1B | $9.9M |
| 6 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $6.2M |
| 7 | CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC. CHRISTIANA CARE VISITING NURSE ASSOCIATION RETIREMENT PLAN | WILMINGTON DE | 73 | $24.2M | $2.7M |
