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 | HARTFORD FIRE INSURANCE COMPANY THE HARTFORD INVESTMENT AND SAVINGS PLAN | HARTFORD CT | 18,645 | $7.2B | $1.9M |
| 2 | THE PROCTER & GAMBLE COMPANY THE PROCTER & GAMBLE SAVINGS PLAN | CINCINNATI OH | 30,424 | $5.4B | $980K |
| 3 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $828K |
| 4 |
| PEPSICO, INC. PEPSICO, INC. DEFINED BENEFIT MASTER TRUST |
PURCHASE NY |
| — |
| $11.2B |
| $574K |
| 5 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC SMALL CAP POOL | KANSAS CITY MO | — | $33.4M | $205K |
| 6 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $178K |
| 7 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $33K |
| 8 | HALLMARK CARDS, INC. HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 2,303 | $442.9M | $18K |
| 9 | HALLMARK CARDS, INC. RETAIL SERVICE GROUP SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 3,769 | $67.5M | $6K |
| 10 | PEPSICO, INC. PUERTO RICAN PEPSICO, INC. RETIREMENT PLANS TRUST | PURCHASE NY | — | $56.3M | $3K |
