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 | BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA | PASADENA CA | 608 | $60.7M | $897K |
| 2 | BOARD OF TRUSTEES, PROFESSIONAL MUSICIANS, LOCAL 47 PROFESSIONAL MUSICIANS, LOCAL 47 AND EMPLOYERS' HEALTH AND WELFARE FUND | PASADENA CA | 920 | $8.2M | $388K |
| 3 | BASS MEDICAL GROUP, INC. BASS CASH BALANCE PLAN | WALNUT CREEK CA | 146 | $55.3M |
| $335K |
| 4 | MARK A. O'NEAL & ASSOCIATES, INC. MARK A. O'NEAL & ASSOCIATES, INC. 401(K) PLAN | BATON ROUGE LA | 132 | $4.4M | $267K |
| 5 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $132K |
| 6 | BOARD OF TRUSTEES, B & C WESTERN CONFERENCE DENTAL B & C WESTERN CONFERENCE DENTAL FUND | ALAMEDA CA | 1,755 | $4.1M | $130K |
| 7 | JONES DAY JONES DAY RETIREMENT PLAN | CLEVELAND OH | 916 | $1.6B | $79K |
| 8 | JONES DAY JONES DAY SUPPLEMENTAL SAVINGS PLAN | CLEVELAND OH | 2,227 | $506.6M | $25K |
| 9 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $18K |
| 10 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $6K |
