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 | H&R BLOCK MANAGEMENT, LLC H & R BLOCK RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 22,188 | $1.1B | $69.4M |
| 2 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $40.2M |
| 3 | AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 3,713 | $870.5M | $31.2M |
| 4 |
| MCCORMICK & COMPANY INC THE FRENCHS UNION 401(K) RETIREMENT PLAN |
HUNT VALLEY MD |
| 197 |
| $1.2M |
| $4K |
