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 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $9.1M |
| 2 | CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES CA | — | $424.2M | $4.3M |
| 3 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $3.6M |
| 4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B |
LOS ANGELES CA |
| — |
| $198.0M |
| $2.0M |
| 5 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $96K |
| 6 | OTSUKA AMERICA PHARMACEUTICAL, INC. OAPI RETIREMENT PLAN | PRINCETON NJ | 77 | $132.7M | $77K |
| 7 | SHEET METAL WORKERS LOCAL NO. 80 INSURANCE TRUST FUND SHEET METAL WORKERS LOCAL UNION NO. 80 INSURANCE TRUST FUND | TROY MI | 1,429 | $30.4M | $63K |
| 8 | CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE OR | 82 | $27.8M | $46K |
| 9 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $44K |
| 10 | VIGO IMPORTING COMPANY VIGO IMPORTING COMPANY PROFIT SHARING PLAN | TAMPA FL | 200 | $24.0M | $39K |
