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 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $55.0M |
| 2 | PRH INVESTMENTS LLC DBA THE RELATED GROUP THE RELATED GROUP 401K SAVINGS PLAN | MIAMI FL | 752 | $40.5M | $3.6M |
| 3 | LYON, LLC LYON, LLC 401(K) RETIREMENT PLAN | MONTGOMERY IL | 280 | $13.0M | $2.9M |
| 4 |
| MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN |
FOND DU LAC WI |
| 92 |
| $22.1M |
| $186K |
