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 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $29.3M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $28.5M |
| 3 | R J. O'BRIEN & ASSOCIATES, LLC. R J. O'BRIEN & ASSOCIATES, LLC PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 376 | $108.3M |
| $18.9M |
