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 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $7.6M |
| 2 | 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 | $435K |
| 3 | CAMPBELL & FETTER BANK CAMPBELL & FETTER BANK EMPLOYEES' PENSION PLAN | KENDALLVILLE IN | 52 |
| $27.5M |
| $386K |
| 4 | BOARD OF TRUSTEES L338 HEALTH AND WELFARE FUND LOCAL 338 HEALTH AND WELFARE FUND | MINEOLA NY | 2,487 | $43.2M | $324K |
| 5 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $68K |
| 6 | CENTRAL VALLEY COMMUNITY MEDICAL IMAGING COMMUNITY MEDICAL IMAGING 401(K) PROFIT SHARING PLAN | FRESNO CA | 197 | $77.5M | $45K |
| 7 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $39K |
| 8 | 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 | $31K |
| 9 | EATON STEEL BAR COMPANY GOODMAN COMPANIES RETIREMENT PROFIT SHARING PLAN | OAK PARK MI | 140 | $28.4M | $16K |
| 10 | BOARD OF TRUSTEES LOCAL UNION 102 JT APPRENTICESHIP TRAINING CMTE LOCAL UNION NO 102 JOINT APPRENTICESHIP TRAINING COMMITTEE | PARSIPPANY NJ | 1,568 | $7.4M | $9K |
