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 | UNITED ASSN OF JOURNEYMEN & APPRNC LOCAL 198 AFL-CIO ANNUITY TRUST FUN UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICE ANNUITY TRUST FUND | JACKSONVILLE FL | 2,595 | $27.5M | $9.8M |
| 2 | LAKESHORE BONE & JOINT INSTITUTE, P.C. LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN | CHESTERTON IN | 287 | $57.7M | $8.2M |
| 3 | FRANCISCAN ALLIANCE, INC. ASSISI RETIREMENT PLAN | MISHAWAKA IN | 643 | $77.3M |
| $2.9M |
