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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $1.8M |
| 2 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $1.3M |
| 3 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $823K |
| 4 | KIRKPATRICK MANAGEMENT COMPANY, INC. KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 249 | $5.4M | $94K |
| 5 | O'KEEFFE'S, INC. O'KEEFFES, INC. 401(K) PLAN & TRUST | BRISBANE CA | 255 | $18.1M | $45K |
| 6 | CERIUM NETWORKS, INC CERIUM NETWORKS 401(K) PLAN | SPOKANE WA | 136 | $21.1M | $26K |
