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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $21.3M |
| 2 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $16.2M |
| 3 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 |
| $1.3B |
| $8.5M |
| 4 | MAZDA MOTOR OF AMERICA, INC., DBA MAZDA NORTH AMERICAN OPERATIONS RETIREMENT PLAN FOR EMPLOYEES OF MAZDA NORTH AMERICAN OPERATIONS | IRVINE CA | 318 | $181.7M | $5.7M |
| 5 | COUSHATTA TRIBE OF LOUISIANA COUSHATTA TRIBE 401(K) SAVINGS PLAN | ELTON LA | 1,592 | $61.1M | $3.7M |
| 6 | WINDSOR ELECTRIC CO INC WINDSOR ELECTRIC CO INC 401(K) RETIREMENT PLAN | OWINGS MILLS MD | 158 | $70.7M | $2.4M |
| 7 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $2.3M |
| 8 | AXWAY INC. AXWAY INC. 401(K) PLAN | SCOTTSDALE AZ | 362 | $87.4M | $2.3M |
| 9 | HAUN WELDING SUPPLY, INC THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF HAUN WELDING SUPPLY, INC. | SYRACUSE NY | 316 | $26.4M | $1.9M |
| 10 | ANDREW & SONS, LLC ANDREW & SONS, LLC 401(K) PLAN | WESTHAMPTON BEACH NY | 451 | $31.8M | $1.9M |
