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 | $69.0M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $10.1M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $4.7M |
| 4 |
| SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN |
MENOMONEE FALLS WI |
| 317 |
| $26.8M |
| $2.2M |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $2.1M |
| 6 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $1.8M |
| 7 | EMPIRE CANDLE CO., LLC EMPIRE CANDLE 401(K) PLAN | KANSAS CITY KS | 217 | $3.2M | $925K |
| 8 | HILLBROOK SCHOOL HILLBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS GATOS CA | 97 | $19.5M | $908K |
| 9 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $736K |
| 10 | BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS CA | 168 | $22.2M | $686K |
