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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $9.0M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $2.9M |
| 3 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 |
| $1.2B |
| $1.7M |
| 4 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $1.4M |
| 5 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $1.4M |
| 6 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $959K |
| 7 | LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST | MANISTEE MI | 190 | $8.8M | $873K |
| 8 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $858K |
| 9 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $670K |
| 10 | MEDIAFLY, INC. MEDIAFLY, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 74 | $16.5M | $631K |
