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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $2.5M |
| 2 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN | ANNAPOLIS MD | 1,925 | $1.3B | $1.2M |
| 3 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 |
| $5.4B |
| $686K |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $415K |
| 5 | MANUFACTURERS AND TRADERS TRUST CO M&T BANK CORPORATION PENSION PLAN | BUFFALO NY | 3,459 | $3.2B | $232K |
| 6 | BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND LOCAL 338 HEALTH AND WELFARE FUND | MINEOLA NY | 2,487 | $43.2M | $88K |
| 7 | BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITY CARPENTERS' PENSION TRUST FUND - DETROIT AND VICINITY | TROY MI | 4,904 | $1.4B | $36K |
| 8 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $33K |
| 9 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST INVESCO HIGH QUALITY SHORT TERM BOND FUND | ATLANTA GA | — | $2.6B | $19K |
| 10 | BOT NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND N. ATLANTIC STATES CARP. HEALTH BENEFITS FUND | WILMINGTON MA | 18,857 | $939.0M | $13K |
