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 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $49.3M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $3.9M |
| 3 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK NY | 43,052 | $17.9B | $2.8M |
| 4 |
| CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST |
IRVING TX |
| — |
| $18.5B |
| $2.1M |
| 5 | BD OF TTEES OF ELECTRICAL CONTRACTORS ASSN & LOCAL 134 IBEW JT PEN TST ELECTRICAL CONTRACTORS ASSOCIATION AND LOCAL UNION 134 IBEW JOINT PENSION TRUST OF CHICAGO | ALSIP IL | — | $2.8B | $1.1M |
| 6 | RUSH UNIVERSITY MEDICAL CENTER RUSH RETIREMENT PLAN | CHICAGO IL | 7,549 | $879.0M | $460K |
| 7 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $447K |
| 8 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $88K |
| 9 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN | SOUTHFIELD MI | 662 | $42.6M | $13K |
