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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $11.0M |
| 2 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $2.4M |
| 3 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $2.2M |
| 4 |
| MIGHTYHIVE INC. S4 CAPITAL 401(K) PLAN |
SAN FRANCISCO CA |
| 1,788 |
| $159.8M |
| $903K |
| 5 | THE KENDAL CORPORATION THE KENDAL CORPORATION 403(B) PLAN | NEWARK DE | 1,756 | $73.4M | $791K |
| 6 | JSJ CORPORATION JSJ CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | GRAND HAVEN MI | 927 | $128.2M | $674K |
| 7 | LOC PERFORMANCE PRODUCTS, LLC LOC PERFORMANCE PRODUCTS, LLC BARGAINING UNIT EMPLOYEES RETIREMENT PLAN | PLYMOUTH MI | 375 | $24.8M | $525K |
| 8 | LOC PERFORMANCE PRODUCTS, LLC LOC PERFORMANCE PRODUCTS, LLC 401(K) PLAN | PLYMOUTH MI | 653 | $47.0M | $487K |
| 9 | SHIMANO NORTH AMERICA HOLDING, INC. SHIMANO NORTH AMERICA 401(K) PROFIT SHARING PLAN | IRVINE CA | 474 | $47.2M | $376K |
| 10 | BOARD OF TRUSTEES OF TEAMSTERS UNION LOCAL NO.142 ANNUITY FUND TEAMSTERS UNION LOCAL NO. 142 ANNUITY FUND | GARY IN | 1,330 | $55.2M | $376K |
