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 | LEE CONTRACTING, INC. LEE CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | PONTIAC MI | 527 | $250.5M | $11.2M |
| 2 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY | 721 | $157.4M | $3.2M |
| 3 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL PENSION PLAN SHEET METAL WORKERS LOCAL PENSION PLAN | MASSILLON OH | 690 | $80.5M | $571K |
| 4 |
| BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUND LOCAL 138 PENSION TRUST FUND |
DEER PARK NY |
| 152 |
| $111.3M |
| $398K |
| 5 | TRUSTEES OF IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND IBEW LU 363 SUPPLEMENT UNEMPLOYMENT BENEFIT FUND | HARRIMAN NY | 703 | $8.0M | $119K |
| 6 | BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS LOCAL 123 WELFARE FUND PLUMBERS & PIPEFITTERS LOCAL 123 WELFARE FUND | JACKSONVILLE FL | 546 | $17.3M | $82K |
| 7 | BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUND CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUN | LINCOLN IL | 3,239 | $254.6M | $77K |
| 8 | IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND | HARRIMAN NY | 844 | $10.4M | $71K |
| 9 | BROTHERHOOD MAINTENANCE OF WAY EMPLOYES DIVISION OF IBT BMWED HEALTH FUND | NOVI MI | 126 | $4.7M | $26K |
| 10 | CONTRACTORS, LABORERS, TEAMSTERS,& ENGINEERS HEALTH & WELFARE PLAN CONTRACTORS LABORERS TEAMSTERS & ENGINEERS HEALTH & WELFARE PLAN | OMAHA NE | 695 | $7.9M | $23K |
