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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $2.9M |
| 2 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $904K |
| 3 | MARQUEZ BROTHERS INTERNATIONAL, INC. MARQUEZ BROTHERS INTERNATIONAL, INC. AND AFFILIATES 401(K) PLAN | SAN JOSE CA | 439 | $14.9M |
| $635K |
| 4 | EFFICIENT COLLABORATIVE RETAIL MARKETING COMPANY DBA ECRM THE ECRM CO. 401(K) RETIREMENT PLAN | SOLON OH | 137 | $21.0M | $102K |
| 5 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $11K |
| 6 | POTTS WELDING & BOILER REPAIR CO., INC. POTTS WELDING & BOILER REPAIR CO., INC. EMPLOYEE SAVINGS PLAN | NEWARK DE | 93 | $19.8M | $3K |
| 7 | CLASSICAL CONVERSATIONS, INC. CC ENGAGE 401(K) PLAN | SOUTHERN PINES NC | 254 | $6.8M | $2K |
