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 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK & TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | NEW ORLEANS LA | 886 | $139.4M | $1.0M |
| 2 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $1.0M |
| 3 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $803K |
| 4 |
| GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN |
LA CROSSE WI |
| 9,660 |
| $2.9B |
| $574K |
| 5 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $477K |
| 6 | BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA LABORERS PENSION TRUST FUND FOR NORTHERN NEVADA | RENO NV | 1,388 | $206.7M | $457K |
| 7 | BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERS WESTERN UNITE HERE AND EMPLOYERS PENSION FUND | SAN FRANCISCO CA | 68,191 | $3.7B | $376K |
| 8 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST DOMESTIC SMALL CAP POOL | KANSAS CITY MO | — | $33.4M | $244K |
| 9 | HALLMARK CARDS, INC. BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED | KANSAS CITY MO | 5,013 | $2.0B | $212K |
| 10 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $142K |
