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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $73.4M |
| 2 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $19.6M |
| 3 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $7.4M |
| 4 | PAR PETROLEUM, LLC WYOMING REFINING COMPANY PENSION PLAN | HOUSTON TX | 87 | $21.8M | $5.3M |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $5.0M |
| 6 | KNIGHTS OF COLUMBUS THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS | NEW HAVEN CT | 852 | $42.7M | $4.9M |
| 7 | THE MILFORD BANK THE MILFORD BANK 401(K) PROFIT SHARING PLAN WITH CASH OR DEFERRED ARRANGEMENT | MILFORD CT | 90 | $23.0M | $3.0M |
| 8 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $2.4M |
| 9 | PUTZMEISTER AMERICA, INC. PUTZMEISTER AMERICA, INC. 401(K) PLAN | STURTEVANT WI | 291 | $33.2M | $1.0M |
| 10 | FRASIER MEADOWS MANOR, INC. FRASIER MEADOWS MANOR, INC. 401(K) RETIREMENT PLAN | BOULDER CO | 233 | $11.3M | $860K |
