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 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN | PRINCETON NJ | 9,201 | $1.7B | $6.1M |
| 2 | UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND OR | 787 | $262.6M | $1.8M |
| 3 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $1.7M |
| 4 |
| BRUNSWICK AUTO MART, INC. BRUNSWICK AUTO MART, INC. 401(K) PLAN |
BRUNSWICK OH |
| 421 |
| $32.8M |
| $999K |
| 5 | CONFERENCE OF STATE BANK SUPERVISOR CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR 401(K) PLAN | WASHINGTON DC | 156 | $52.0M | $622K |
| 6 | FORTIS CONSTRUCTION INC. FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST | PORTLAND OR | 415 | $51.1M | $509K |
| 7 | CREDIT UNION OF DENVER CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN | LAKEWOOD CO | 164 | $13.7M | $471K |
| 8 | PORTMAN HOLDINGS, LLC PORTMAN 401K PLAN | ATLANTA GA | 86 | $23.0M | $408K |
| 9 | LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE IN | 235 | $22.1M | $404K |
| 10 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART THE COOPER UNION DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 332 | $155.7M | $320K |
