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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $4.9M |
| 2 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $1.9M |
| 3 | DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 62 |
| $331.4M |
| $694K |
| 4 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $664K |
| 5 | CALERES, INC. CALERES, INC. RETIREMENT PLAN | ST LOUIS MO | 3,081 | $312.0M | $357K |
| 6 | UNITED UNION OF ROOFERS LOCAL 8 ANNUITY FUND UNITED UNION OF ROOFERS - LOCAL 8 ANNUITY FUND | LONG ISLAND CITY NY | 1,519 | $191.2M | $307K |
| 7 | UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND | LONG ISLAND CITY NY | 1,195 | $120.1M | $216K |
| 8 | LOCAL 665 I.A.T.S.E. ANNUITY PLAN LOCAL 665 I.A.T.S.E. ANNUITY PLAN | HONOLULU HI | 690 | $24.8M | $145K |
| 9 | GMP & EMPLOYERS PENSION PLAN GMP & EMPLOYERS PENSION PLAN | CINCINNATI OH | 2,185 | $566.0M | $70K |
| 10 | DEFINED CONTRIBUTION PLAN OF THE MID JERSEY TRUCKING INDUSTRY AND TEAM DEFINED CONTRIBUTION PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 219 | $15.4M | $49K |
