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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 155,687 | $22.5B | $526.4M |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 80,148 | $13.8B | $328.9M |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B |
| $139.4M |
| 4 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS | OAKLAND CA | 13,315 | $833.4M | $15.6M |
| 5 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 5,150 | $1.2B | $12.5M |
