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 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $23.3M |
| 2 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $23.2M |
| 3 | PENN MUTUAL LIFE INSURANCE COMPANY THE PENN MUTUAL RETIREMENT & SAVINGS PLAN | HORSHAM PA | 1,060 | $489.8M | $17.1M |
| 4 | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY BLUE CROSS AND BLUE SHIELD OF KANSAS CITY 401(K) PLAN | KANSAS CITY MO | 1,327 | $282.4M | $5.9M |
| 5 | THE ORVIS COMPANY, INC. THE ORVIS COMPANY 401(K) PLAN | SUNDERLAND VT | 1,728 | $104.7M | $3.0M |
| 6 | AXIOS INCORPORATED AXIOS INCORPORATED MULTIPLE EMPLOYER RETIREMENT SAVINGS PLAN AND TRUST | GRAND RAPIDS MI | 5,070 | $63.4M | $2.0M |
| 7 | PENN MUTUAL LIFE INSURANCE COMPANY PENN MUTUAL AGENTS' 401(K) PLAN | HORSHAM PA | 560 | $75.1M | $1.6M |
| 8 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES | MINNEAPOLIS MN | 3,735 | $38.7M | $1.3M |
| 9 | HIGHGATE HOTELS, L.P. DBA 'ALOHILANI RESORT WAIKIKI BEACH 'ALOHILANI RESORT WAIKIKI BEACH EMPLOYEES' INVESTMENT PLAN | HONOLULU HI | 384 | $18.4M | $1.1M |
| 10 | ALPINE PHYSICIAN PARTNERS, LLC ALPINE PHYSICIAN PARTNERS, LLC 401(K) RETIREMENT PLAN | ORANGE CA | 1,247 | $48.7M | $1.1M |
