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 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $22.7M |
| 2 | CENTRAL MUTUAL INSURANCE COMPANY CENTRAL EMPLOYEES' SAVINGS AND PROFIT PARTICIPATION PLAN | VAN WERT OH | 750 | $196.5M | $12.5M |
| 3 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $8.3M |
| 4 |
| COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN |
SAINT CLOUD MN |
| 7,095 |
| $162.1M |
| $7.8M |
| 5 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $7.1M |
| 6 | AGFA CORPORATION AGFA CORPORATION EMPLOYEE SAVINGS PLAN | CARLSTADT NJ | 271 | $303.9M | $6.9M |
| 7 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $4.9M |
| 8 | DRL ENTERPRISES, INC. DRL ENTERPRISES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | GLENVIEW IL | 357 | $82.2M | $3.6M |
| 9 | INVACARE CORPORATION INVACARE RETIREMENT SAVINGS PLAN | ELYRIA OH | 433 | $135.0M | $3.1M |
| 10 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $3.0M |
