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 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $6.3M |
| 2 | U.S. LUMBER GROUP LLC U.S. LUMBER GROUP, LLC 401(K) PLAN | DULUTH GA | 3,926 | $214.0M | $4.5M |
| 3 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN | HUNTINGTON WV | 3,704 | $159.5M | $2.0M |
| 4 |
| FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN |
FREDERICK MD |
| 3,476 |
| $320.9M |
| $1.2M |
| 5 | ENGINEERING SOLUTIONS, INC. ENGINEERING SOLUTIONS, INC. 401(K)/PROFIT SHARING PLAN | HANOVER MD | 125 | $58.5M | $946K |
