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 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $3.9M |
| 2 | GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO IL | 3,435 | $298.1M | $3.7M |
| 3 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $2.5M |
| 4 |
| MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN |
MCHENRY IL |
| 396 |
| $60.4M |
| $2.3M |
| 5 | FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY AR | 90 | $19.4M | $2.1M |
| 6 | HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO IL | 302 | $159.0M | $1.7M |
| 7 | VEBA COMMITTEE, ATI-USW VEBA TRUST ATI-USW FLAT ROLLED PRODUCTS RETIREE HEALTH CARE PLAN | PITTSBURGH PA | 0 | $79.0M | $1.2M |
| 8 | MAIN STREET RADIOLOGY AT BAYSIDE, LLC MSR/RAMS RETIREMENT PLAN | BAYSIDE NY | 349 | $77.4M | $1.2M |
| 9 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $1.0M |
| 10 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $887K |