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 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $182.8M |
| 2 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUND EASTERN ATLANTIC STATES CARPENTERS PENSION FUND | PHILADELPHIA PA | 12,161 | $5.0B | $137.4M |
| 3 | BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUND |
| 14,943 |
| $2.2B |
| $105.2M |
| 4 | BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSION TRI-STATE CARPENTERS AND JOINERS PENSION TRUST FUND | GOODLETTSVILLE TN | 2,259 | $452.1M | $83.0M |
| 5 | HENKEL OF AMERICA, INC. HENKEL DEFINED CONTRIBUTION MASTER TRUST | STAMFORD CT | — | $146.6M | $14.5M |
| 6 | UNILEVER UNITED STATES, INC. UNILEVER UNITED STATES, INC MASTER SAVINGS TRUST | ENGLEWOOD CLIFFS NJ | 0 | $113.7M | $11.2M |
| 7 | PORTLAND GENERAL ELECTRIC COMPANY PORTLAND GENERAL ELECTRIC COMPANY 401K PLAN | PORTLAND OR | 2,868 | $1.2B | $7.5M |
| 8 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST INVESCO HIGH QUALITY SHORT TERM BOND FUND | ATLANTA GA | — | $2.6B | $6.2M |
| 9 | BOARD OF TRUSTEES I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST I.B.E.W. LOCAL 25 RETIREMENT FUND MASTER TRUST | HAUPPAUGE NY | — | $1.2B | $3.5M |
| 10 | JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLAN ROOFERS UNION LOCAL NO. 70 PENSION PLAN | HOWELL MI | 412 | $48.1M | $1.8M |
