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 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $7.6M |
| 2 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $3.0M |
| 3 | EAST TENNESSEE CHILDREN'S HOSPITAL ASSOCIATION, INC. EAST TENNESSEE CHILDREN'S HOSPITAL 403(B) RETIREMENT PROGRAM | KNOXVILLE TN | 2,124 | $106.5M |
| $2.8M |
| 4 | SUMCO PHOENIX CORPORATION SUMCO PHOENIX CORPORATION SAVINGS AND RETIREMENT PLAN | PHOENIX AZ | 618 | $148.5M | $2.7M |
| 5 | HIGH STREET INSURANCE PARTNERS, INC. HIGH STREET INSURANCE PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 2,168 | $147.5M | $2.4M |
| 6 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' RETIREMENT PLAN | HORSHAM PA | 555 | $84.5M | $1.4M |
| 7 | PETROLEUM WHOLESALE, L.P. PETROLEUM WHOLESALE LP 401(K) PROFIT SHARING PLAN | THE WOODLANDS TX | 508 | $11.6M | $352K |
| 8 | UNITED REFRACTORIES CO. UNITED REFRACTORIES CO. THRIFT SAVINGS PLAN | MCMURRAY PA | 123 | $11.2M | $326K |
| 9 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $295K |
| 10 | COASTAL HORIZONS CENTER, INC. COASTAL HORIZONS CENTER, INC. PROFIT SHARING PLAN | WILMINGTON NC | 628 | $15.2M | $290K |
