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 | KPMG LLP KPMG PENSION PLAN | MONTVALE NJ | 18,369 | $3.1B | $20.8M |
| 2 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $12.9M |
| 3 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $3.0M |
| 4 |
| UHY ADVISORS, INC. UHY SAVINGS PLAN |
FARMINGTON HILLS MI |
| 1,655 |
| $285.1M |
| $2.8M |
| 5 | CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 401(K) PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 2,263 | $150.2M | $2.8M |
