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 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $19.7M |
| 2 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $1.8M |
| 3 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $572K |
| 4 |
| DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN |
PLEASANTON CA |
| 180 |
| $47.2M |
| $412K |
| 5 | INSURANCE TECHNOLOGIES, LLC INSURANCE TECHNOLOGIES 401(K) SAVINGS PLAN | DALLAS TX | 177 | $24.7M | $348K |
