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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $41.1M |
| 2 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $33.9M |
| 3 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $24.1M |
| 4 | TERADATA CORPORATION TERADATA SAVINGS PLAN | SAN DIEGO CA | 1,709 | $1.1B | $22.7M |
| 5 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $22.4M |
| 6 | J.E. DUNN CONSTRUCTION GROUP, INC. JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | KANSAS CITY MO | 3,285 | $620.6M | $13.3M |
| 7 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $10.6M |
| 8 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $10.5M |
| 9 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $10.4M |
| 10 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $9.4M |
