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 |
| 6 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 24,397 | $730.5M | $2.6M |
| 7 | AGILYSYS, INC. THE RETIREMENT PLAN OF AGILYSYS, INC. | ALPHARETTA GA | 498 | $138.3M | $2.5M |
| 8 | ALCOTT HR GROUP, LLC THE ALCOTT GROUP 401(K) PLAN | FARMINGDALE NY | 3,057 | $228.2M | $2.0M |
| 9 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $1.7M |
| 10 | GULF INTERSTATE ENGINEERING COMPANY GULF INTERSTATE ENGINEERING COMPANY SAVINGS PLAN | HOUSTON TX | 628 | $78.9M | $1.7M |
