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 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $92.5M |
| 2 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $22.9M |
| 3 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $14.9M |
| 4 |
| HUDSON RIVER TRADING LLC HUDSON RIVER TRADING LLC 401(K) PLAN |
NEW YORK NY |
| 794 |
| $132.7M |
| $9.7M |
| 5 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $8.8M |
| 6 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $7.5M |
| 7 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $7.2M |
| 8 | COEUR MINING, INC. COEUR MINING DEFINED CONTRIBUTION AND 401K PLAN | CHICAGO IL | 1,192 | $186.2M | $6.7M |
| 9 | ENOVA INTERNATIONAL, INC. ENOVA INTERNATIONAL, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 1,722 | $143.8M | $6.5M |
| 10 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $5.4M |
