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 | $60.8M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $12.6M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $2.2M |
| 4 |
| THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN |
SAN FRANCISCO CA |
| 561 |
| $62.7M |
| $2.0M |
| 5 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $1.9M |
| 6 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $1.4M |
| 7 | HILLBROOK SCHOOL HILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS GATOS CA | 97 | $19.5M | $1.4M |
| 8 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $889K |
| 9 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $522K |
| 10 | PACIFIC PARKS LANDSCAPING INC PACIFIC PARKS LANDSCAPING 401K AND PROFIT SHARING PLAN | AUBURN CA | 232 | $5.4M | $381K |
