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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $31.4M |
| 2 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $5.8M |
| 3 | JACK IN THE BOX INC. JACK IN THE BOX INC. EASYSAVER PLUS PLAN | SAN DIEGO CA | 6,180 | $145.0M | $2.5M |
| 4 |
| THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA 401(K) RETIREMENT PLAN |
FRISCO TX |
| 508 |
| $71.0M |
| $2.1M |
| 5 | THE PROFESSIONAL GOLFERS' ASSOCIATION OF AMERICA THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) | FRISCO TX | 383 | $29.0M | $661K |
