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 | DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 62 | $331.4M | $5.2M |
| 2 | TEAMSTERS LOCAL 237 WELFARE FUND TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN | NEW YORK NY | 105 | $53.1M | $2.3M |
| 3 | IBEW LU 363 PENSION IBEW LOCAL UNION 363 PENSION | HARRIMAN NY |
| 721 |
| $157.4M |
| $1.1M |
| 4 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $989K |
| 5 | IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN | HARRIMAN NY | 1,155 | $161.2M | $878K |
