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 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $17.1M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $9.5M |
| 3 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $6.2M |
| 4 |
| PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN |
DES MOINES IA |
| 12,410 |
| $1.5B |
| $3.9M |
| 5 | VIATRIS PHARMACEUTICALS LLC PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | CANONSBURG PA | 623 | $604.1M | $2.6M |
