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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $3.7M |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $414K |
| 3 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M |
| $386K |
| 4 | VALUATION RESEARCH CORPORATION VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN | MILWAUKEE WI | 262 | $82.0M | $103K |
| 5 | BOARD OF TRUSTEES UFCW LOCAL 1500 ANNUITY FUND UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1500 ANNUITY PLAN | WESTBURY NY | 6,861 | $47.1M | $64K |
| 6 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $50K |
| 7 | WARREN EQUIPMENT COMPANY WARREN EQUIPMENT COMPANY 401(K) RETIREMENT AND SAVINGS PLAN | MIDLAND TX | 2,372 | $238.7M | $34K |
| 8 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP MASTER TRUST | CHICAGO IL | — | $373.0M | $33K |
| 9 | CHAPMAN AND CUTLER LLP CHAPMAN AND CUTLER LLP RETIREMENT PLAN | CHICAGO IL | 310 | $210.6M | $18K |
| 10 | STATE OF NY UNIFIED COURT SYSTEM SUFFOLK COUNTY COURT EMPLOYEES ASSOCIATION WELFARE FUND | ALBANY NY | 919 | $4.8M | $18K |
