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 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $5.6M |
| 2 | ALFRED WILLIAMS & COMPANY ALFRED WILLIAMS & COMPANY 401(K) PLAN | RALEIGH NC | 273 | $39.1M | $1.7M |
| 3 | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | ANNAPOLIS MD | 1,996 |
| $125.4M |
| $1.4M |
| 4 | PRIMROSE RETIREMENT COMMUNITIES PRIMROSE RETIREMENT PLAN | ABERDEEN SD | 1,249 | $12.5M | $110K |
