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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $161.5M |
| 2 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES | MINNEAPOLIS MN | 4,784 | $454.8M | $25.0M |
| 3 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $4.8M |
| 4 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $1.6M |
| 5 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $1.1M |
| 6 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $701K |
| 7 | CANDLEWICK PRESS, INC. CANDLEWICK PRESS 401(K) PLAN | SOMERVILLE MA | 113 | $22.7M | $605K |
| 8 | HUGHES FEDERAL CREDIT UNION HUGHES FEDERAL CREDIT UNION 401(K) PLAN | TUCSON AZ | 289 | $27.5M | $440K |
| 9 | PUNA PLANTATION HAWAII, LTD. KTA SUPER STORES 401(K) PROFIT SHARING PLAN | HILO HI | 518 | $35.4M | $388K |
| 10 | MIDAMERICA HOTELS CORPORATION MIDAMERICA HOTELS CORPORATION PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 474 | $30.6M | $376K |
