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 | PARAMETRIC PORTFOLIO ASSOCIATES LLC PARAMETRIC DEFENSIVE EQUITY FUND LLC | MINNEAPOLIS MN | — | $5.3B | $1.5B |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $757.3M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $673.7M |
| 4 |
| GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $624.1M |
| 5 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $552.5M |
| 6 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $113.0M |
| 7 | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND MASON TENDERS' DISTRICT COUNCIL PENSION FUND | NEW YORK NY | 8,766 | $2.0B | $17.6M |
| 8 | BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUND LABORERS NATIONAL PENSION FUND | DALLAS TX | 10,811 | $1.5B | $16.4M |
| 9 | IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEES IRONWORKERS NATIONAL PENSION PLAN | OAKBROOK IL | 2,852 | $503.2M | $14.3M |
| 10 | BRD OF TRUSTEES OF THE UBC HEALTHCARE TRUST FUND UBC HEALTHCARE TRUST FUND | GOODLETTSVILLE TN | 962 | $62.8M | $13.4M |
