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 | FROST BROWN TODD LLP FROST BROWN TODD LLP MASTER TRUST | LOUISVILLE KY | — | $500.8M | $28.9M |
| 2 | FROST BROWN TODD LLP FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 661 | $329.9M | $18.6M |
| 3 | FROST BROWN TODD LLP FROST BROWN TODD LLP RETIREMENT SAVINGS PLAN FOR ASSOCIATED LAWYERS | LOUISVILLE KY | 436 | $179.0M | $10.3M |
| 4 |
| SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN |
CARMEL IN |
| 532 |
| $55.7M |
| $1.1M |
| 5 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $993K |
| 6 | NUSTAR SERVICES COMPANY LLC NUSTAR THRIFT PLAN | SAN ANTONIO TX | 10 | $50.5M | $607K |
| 7 | SHORE HEALTH SYSTEM, INC. SHORE HEALTH SYSTEM, INC. 401(K) PLAN | EASTON MD | 1,189 | $118.4M | $580K |
| 8 | A-CAP, LLC A-CAP, LLC 401(K) PLAN | PLEASANTVILLE NY | 101 | $10.1M | $280K |
| 9 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $266K |
| 10 | ROCKLAND BAKERY INC. ROCKLAND BAKERY 401(K) PLAN | NANUET NY | 626 | $6.9M | $156K |
