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 | $971K |
| 2 | GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO IL | 3,435 | $298.1M | $611K |
| 3 | HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO IL | 302 | $159.0M | $274K |
| 4 |
| NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS |
ARLINGTON VA |
| 23,584 |
| $3.4B |
| $251K |
| 5 | GRAY & COMPANY, INC. GRAY & COMPANY, INC. PENSION PLAN (A PROFIT SHARING PLAN) | METAIRIE LA | 167 | $47.4M | $235K |
| 6 | BROCKTON HOSPITAL, INC. BROCKTON HOSPITAL PENSION FUND MASTER TRUST | BROCKTON MA | — | $94.7M | $197K |
| 7 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $111K |
| 8 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $72K |
| 9 | FABRIWELD CORPORATION FABRIWELD CORPORATION 401(K) PROFIT SHARING PLAN | NORWALK OH | 113 | $7.6M | $62K |
| 10 | HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II | CHELMSFORD MA | 7 | $30.8M | $42K |