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 | SOUTHWEST AIRLINES COMPANY SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | IRVING TX | 11,679 | $11.6B | $161.2M |
| 2 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $7.1M |
| 3 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $5.8M |
| 4 |
| MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN |
LINCOLN MA |
| 639 |
| $55.1M |
| $1.1M |
| 5 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $907K |
| 6 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $279K |
| 7 | CHATTAHOOCHEE ENTERPRISES LLC CHATTAHOOCHEE ENTERPRISES RETIREMENT PLAN | ATLANTA GA | 41 | $15.6M | $63K |
| 8 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $1K |
