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 | $12.7M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $1.7M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $1.0M |
| 4 |
| MADTREE BREWING, LLC MADTREE 401(K) RETIREMENT PLAN |
CINCINNATI OH |
| 104 |
| $2.2M |
| $600K |
| 5 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $537K |
| 6 | BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS CA | 168 | $22.2M | $500K |
| 7 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $477K |
| 8 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $461K |
| 9 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $442K |
| 10 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $228K |
