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 | AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 3,713 | $870.5M | $54.0M |
| 2 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $53.4M |
| 3 | H&R BLOCK MANAGEMENT, LLC H & R BLOCK RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 22,188 | $1.1B | $43.7M |
| 4 |
| MCCORMICK & COMPANY INC THE FRENCHS UNION 401(K) RETIREMENT PLAN |
HUNT VALLEY MD |
| 197 |
| $1.2M |
| $119K |
