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 | THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 68,206 | $9.2B | $177.3M |
| 2 | THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND OH | — | $4.3B | $88.6M |
| 3 | THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN | CLEVELAND OH | 5,131 | $1.6B |
| $32.9M |
| 4 | THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC 401(K) PLAN | CLEVELAND OH | 8,377 | $969.1M | $19.6M |
| 5 | INDIAN RIVER MEMORIAL HOSPITAL, INC. D/B/A INDIAN RIVER MEDICAL CENTER IRMC 403(B) PLAN | VERO BEACH FL | 794 | $42.8M | $96K |
