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 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S 401(K) PLAN | MIAMI FL | 18,219 | $2.1B | $612.0M |
| 2 | FIRST QUALITY ENTERPRISES INC. FIRST QUALITY SAVINGS AND INVESTMENT PLAN | GREAT NECK NY | 4,530 | $466.0M | $90.1M |
| 3 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $64.0M |
| 4 | TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | NEWPORT NEWS VA | 1,105 | $168.9M | $17.2M |
| 5 | COGENTRIX ENERGY POWER MANAGEMENT, LLC COGENTRIX RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 338 | $143.5M | $14.9M |
| 6 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS 401(K) THRIFT & SAVINGS PLAN | WASHINGTON DC | 113 | $53.2M | $14.7M |
| 7 | SOUTHERN GLAZER'S WINE & SPIRITS OF NEW YORK, LLC SGWS OF NEW YORK SALES, WAREHOUSE AND CLERICAL 401(K) PLAN | SYOSSET NY | 355 | $72.6M | $14.4M |
| 8 | MCGRATH RENTCORP MCGRATH RENTCORP EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | LIVERMORE CA | 1,237 | $135.3M | $10.7M |
| 9 | SOUTHERN GLAZER'S WINE AND SPIRITS, LLC SOUTHERN GLAZER'S UNION 401(K) PLAN | MIRAMAR FL | 1,137 | $66.3M | $5.9M |
| 10 | THE M. K. MORSE COMPANY THE M. K. MORSE COMPANY RETIREMENT SAVINGS PLAN | CANTON OH | 381 | $34.7M | $1.5M |
