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 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $1.8M |
| 2 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $1.6M |
| 3 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC LARGE CAP VALUE FUND | KANSAS CITY MO | — | $91.3M |
| $1.3M |
| 4 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $1.1M |
| 5 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST MID CAP BLEND | KANSAS CITY MO | — | $178.6M | $998K |
| 6 | JOINT PENSION FUND LOCAL UNION 164 IBEW JOINT PENSION FUND LOCAL UNION IBEW | ROSELAND NJ | 1,746 | $599.4M | $789K |
| 7 | BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST PENSION PLAN OF THE OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST | PORTLAND OR | 1,578 | $528.6M | $700K |
| 8 | HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 2,303 | $442.9M | $457K |
| 9 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $446K |
| 10 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $351K |