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 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $3.6M |
| 2 | IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 305 PENSION PLAN | FORT WAYNE IN | 861 | $99.0M | $3.3M |
| 3 | HEYWOOD HOSPITAL HEYWOOD HOSPITAL EMPLOYEE RETIREMENT SAVINGS PLAN | GARDNER MA | 1,672 | $88.2M |
| $1.9M |
| 4 | ATHENS ORTHOPEDIC CLINIC, P.A. ATHENS ORTHOPEDIC CLINIC, P.A. 401(K) PROFIT SHARING PLAN | ATHENS GA | 309 | $47.3M | $1.8M |
| 5 | SEED INTELLECTUAL PROPERTY LAW GROUP LLP SEED INTELLECTUAL PROPERTY LAW GROUP LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 145 | $63.4M | $1.3M |
| 6 | LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK CT | 191 | $8.7M | $771K |
| 7 | COMMERCIAL INSURANCE ASSOCIATES COMMERCIAL INSURANCE ASSOCIATES 401(K) PLAN | BRENTWOOD TN | 123 | $8.7M | $751K |
| 8 | ICONIQ CAPITAL, LLC ICONIQ CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 447 | $85.6M | $729K |
| 9 | DIGESTIVE HEALTH CLINIC, LLC DIGESTIVE HEALTH CLINIC, LLC 401(K) PROFIT SHARING PLAN | BOISE ID | 129 | $13.3M | $584K |
| 10 | CAYUGA MEDICAL ASSOCIATES CAYUGA MEDICAL ASSOCIATES 403(B) SAVINGS PLAN | ITHACA NY | 819 | $51.0M | $485K |
