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 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN | LOUISVILLE KY | 2,054 | $648.5M | $28.1M |
| 2 | MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN | ELIZABETHTOWN PA | 2,335 | $165.0M | $6.7M |
| 3 | BROWN-FORMAN CORPORATION BROWN-FORMAN CORPORATION SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEE | LOUISVILLE KY | 335 |
| $35.9M |
| $1.1M |
