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 | ENCOMPASS HEALTH CORPORATION ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 26,914 | $1.7B | $252.8M |
| 2 | THE WESTERN UNION COMPANY THE WESTERN UNION COMPANY INCENTIVE SAVINGS PLAN | DENVER CO | 1,368 | $446.9M | $37.0M |
| 3 | MERZ, INCORPORATED MERZ NORTH AMERICA 401(K) PLAN | RALEIGH NC | 1,167 | $237.0M | $15.8M |
| 4 |
| NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN |
FINDLAY OH |
| 393 |
| $52.8M |
| $9.7M |
| 5 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $1.8M |
| 6 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $1.5M |
| 7 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN FOR ASSOCIATES | BOSTON MA | 64 | $23.8M | $370K |
