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 | PITNEY BOWES INC. PITNEY BOWES INC. 401(K) PLAN | STAMFORD CT | 5,862 | $1.7B | $139.9M |
| 2 | FIRST NATIONAL OF NEBRASKA, INC. FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN | OMAHA NE | 4,622 | $1.0B | $88.9M |
| 3 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $77.0M |
| 4 |
| BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN |
AMBLER PA |
| 1,461 |
| $334.3M |
| $20.3M |
| 5 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $14.3M |
| 6 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $6.1M |
| 7 | GF MACHINING SOLUTIONS LLC GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN | LINCOLNSHIRE IL | 208 | $60.0M | $6.0M |
| 8 | SEACOAST NATIONAL BANK RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF SEACOAST NATIONAL BANK | STUART FL | 1,502 | $133.7M | $5.7M |
| 9 | MAMMOET USA SOUTH, INC MAMMOET USA SOUTH, INC 401(K) PROFIT SHARING PLAN AND TRUST | ROSHARON TX | 365 | $79.5M | $5.6M |
| 10 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $4.6M |
