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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $66.3M |
| 2 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,365 | $80.5M | $9.3M |
| 3 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN | GREAT NECK NY | 4,530 | $466.0M | $8.5M |
| 4 |
| THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN |
RICHMOND VA |
| 2,273 |
| $178.6M |
| $6.0M |
| 5 | RADIAN GROUP, INC. RADIAN GROUP INC. SAVINGS INCENTIVE PLAN | WAYNE PA | 1,036 | $333.1M | $3.2M |
| 6 | ADVERTISING SPECIALTY INSTITUTE, INC. COHN FAMILY CORPORATE PROFIT SHARING PLAN | TREVOSE PA | 407 | $82.6M | $2.8M |
| 7 | CLEVELAND STEEL CONTAINER CORPORATION CLEVELAND STEEL CONTAINER CORP. 401(K) PROFIT SHARING PLAN | HUDSON OH | 410 | $63.7M | $2.7M |
| 8 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $1.7M |
| 9 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD. SERVICE RELATED PENSION PLAN | — | 151 | $7.7M | $1.3M |
| 10 | PENDLETON WOOLEN MILLS, INC. PENDLETON WOOLEN MILLS, INC. 401(K) AND PROFIT SHARING PLAN | PORTLAND OR | 443 | $70.8M | $1.2M |
