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 | SUNTORY GLOBAL SPIRITS, INC. SUNTORY GLOBAL SPIRITS RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,967 | $631.2M | $69.5M |
| 2 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $46.2M |
| 3 | ZIEGLER INC. ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 2,424 | $387.1M | $39.0M |
| 4 |
| TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN |
ST. LOUIS MO |
| 4,897 |
| $281.9M |
| $21.2M |
| 5 | THE BAMA COMPANIES, INC. BAMA PROFIT SHARING PLAN | TULSA OK | 843 | $78.2M | $17.7M |
| 6 | LIBERTY ENERGY SERVICES LLC LIBERTY ENERGY SERVICES 401(K) SAVINGS PLAN | DENVER CO | 5,161 | $341.5M | $16.0M |
| 7 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL WI | 1,128 | $165.2M | $15.4M |
| 8 | BREWER SCIENCE, INC. BREWER SCIENCE, INC. 401(K) PLAN | ROLLA MO | 395 | $73.5M | $13.4M |
| 9 | FLATIRON HEALTH, INC. FLATIRON HEALTH, INC. RETIREMENT TRUST | NEW YORK NY | 1,804 | $138.1M | $11.5M |
| 10 | WRIGHT, LINDSEY & JENNINGS LLP WRIGHT, LINDSEY & JENNINGS LLP PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 106 | $69.5M | $11.4M |
