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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $12.3M |
| 2 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $11.3M |
| 3 | TARGA RESOURCES LLC TARGA RESOURCES 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 3,421 | $612.6M | $10.4M |
| 4 |
| STRADA EDUCATION FOUNDATION, INC. STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN |
INDIANAPOLIS IN |
| 1,169 |
| $87.8M |
| $3.7M |
| 5 | HM US SERVICES, LLC HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN | IRVING TX | 1,228 | $193.3M | $1.3M |
| 6 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN | WASHINGTON DC | 255 | $23.8M | $398K |
| 7 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE 403(B) PLAN | WASHINGTON DC | 321 | $8.6M | $112K |
| 8 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $26K |
