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 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $2.9M |
| 2 | IBEW LOCAL 269 WELFARE FUND IBEW LOCAL 269 WELFARE PLAN | WEST TRENTON NJ | 819 | $48.5M | $536K |
| 3 | SUNBELT MARKETING INVESTMENT CORP. SUNBELT MARKETING INVESTMENT CORP. 401(K) PLAN | AUSTELL GA | 255 | $8.7M | $520K |
| 4 |
| TEXAS HEALTH RESOURCES TEXAS HEALTH 401(K) RETIREMENT PLAN |
ARLINGTON TX |
| 29,435 |
| $3.3B |
| $376K |
| 5 | EMKAY, INC. EMKAY, INC. PROFIT SHARING PLAN | ITASCA IL | 137 | $6.7M | $308K |
