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 METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $30.8M |
| 2 | TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO OR | 1,323 | $120.4M | $9.0M |
| 3 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN | KENOSHA WI | 2,347 | $89.2M | $1.8M |
| 4 | FROEDTERT SOUTH, INC. FROEDTERT SOUTH, INC. 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | KENOSHA WI | 2,131 | $30.2M | $369K |
