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. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN | TAMPA FL | 9,962 | $802.8M | $15.7M |
| 2 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $10.6M |
| 3 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL |
| 9,939 |
| $504.7M |
| $8.1M |
| 4 | WM. BOLTHOUSE FARMS, INC. DBA GENEROUS BRANDS BOLTHOUSE FARMS, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 2,414 | $89.0M | $2.5M |
| 5 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $2.4M |