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 | MASSACHUSETTS FINANCIAL SERVICES COMPANY MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | BOSTON MA | 1,717 | $935.6M | $11.3M |
| 2 | MASSACHUSETTS FINANCIAL SEVICES COMPANY MFSAVING RETIREMENT PLAN | BOSTON MA | 1,691 | $574.7M | $9.0M |
| 3 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN MASTER TRUST | ATLANTA GA | — | $39.7M |
| $1.2M |
| 4 | LITTLE RIVER CASINO RESORT LITTLE RIVER CASINO RESORT 401(K) PLAN | MANISTEE MI | 648 | $18.8M | $519K |
| 5 | TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN IBEW NO 743 HEALTH AND WELFARE PLAN | READING PA | 476 | $13.9M | $444K |
