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 | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | WELLESLEY HILLS MA | 5,991 | $1.8B | $43.3M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $8.9M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $2.4M |
| 4 |
| THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN |
SAN FRANCISCO CA |
| 561 |
| $62.7M |
| $1.3M |
| 5 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $872K |
| 6 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $829K |
| 7 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $730K |
| 8 | HILLBROOK SCHOOL HILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS GATOS CA | 97 | $19.5M | $724K |
| 9 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $670K |
| 10 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $154K |
