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 | $58.9M |
| 2 | ALLEN OVERY SHEARMAN STERLING US LLP SHEARMAN & STERLING LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $542.1M | $26.9M |
| 3 | GEMOLOGICAL INSTITUTE OF AMERICA, INC THE GEMOLOGICAL INSTITUTE OF AMERICA, INC. 401(K) PLAN | CARLSBAD CA | 973 | $303.9M | $14.2M |
| 4 |
| WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN |
DETROIT MI |
| 1,074 |
| $158.1M |
| $13.5M |
| 5 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $13.1M |
| 6 | KLEIN TOOLS, INC. KLEIN TOOLS RETIREMENT SAVINGS PLAN | MANSFIELD TX | 1,525 | $179.8M | $10.2M |
| 7 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 573 | $140.0M | $9.4M |
| 8 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $9.3M |
| 9 | THOS SOMERVILLE CO THOS SOMERVILLE CO 401(K) RETIREMENT PLAN | UPPER MARLBORO MD | 372 | $45.4M | $8.7M |
| 10 | LANDSTAR SYSTEM HOLDINGS, INC. LANDSTAR SYSTEM, INC. 401(K) SAVINGS PLAN | JACKSONVILLE FL | 1,301 | $169.0M | $6.9M |
