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 | PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS LA | 727 | $294.9M | $859K |
| 2 | ICERTIS INC. ICERTIS 401(K) PLAN | BELLEVUE WA | 382 | $46.6M | $594K |
| 3 | VERSABAR, INCORPORATED VERSABAR 401(K) PROFIT SHARING PLAN | HOUSTON TX | 317 | $53.9M | $438K |
| 4 |
NEW HAVEN CT |
| 433 |
| $57.2M |
| $245K |
| 5 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $173K |
| 6 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 371 | $20.7M | $78K |
| 7 | KAPLAN DEVELOPMENT GROUP LLC KAPLAN DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 920 | $4.9M | $63K |
| 8 | THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD OUP USA THRIFT PLAN | NEW YORK NY | 245 | $29.5M | $9K |
