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 | FREEMAN HEALTH SYSTEM FREEMAN EMPLOYEE SAVINGS PLAN | JOPLIN MO | 4,778 | $213.3M | $18.8M |
| 2 | FREEMAN HEALTH SYSTEM FREEMAN RETIREMENT PLAN | JOPLIN MO | 4,631 | $119.6M | $10.1M |
| 3 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $6.8M |
| 4 |
| CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) |
DAYTON OH |
| 540 |
| $136.4M |
| $5.4M |
| 5 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $4.7M |
| 6 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $4.5M |
| 7 | TRUE COMMUNITY CREDIT UNION TRUE COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | JACKSON MI | 194 | $27.9M | $3.2M |
| 8 | PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN | KANSAS CITY MO | 1,467 | $76.1M | $2.5M |
| 9 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MAUMEE OH | 121 | $24.8M | $1.9M |
| 10 | UNCLE CREDIT UNION UNCLE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LIVERMORE CA | 87 | $13.9M | $1.7M |
