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 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $8.9M |
| 2 | PHOENIX INFRASTRUCTURE LLC THE PHOENIX 401(K) SAVINGS PLAN | COPPELL TX | 495 | $84.4M | $5.0M |
| 3 | BALL HORTICULTURAL COMPANY BALL HORTICULTURAL COMPANY PROFIT SHARING RETIREMENT PLAN | WEST CHICAGO IL | 733 | $171.0M | $4.8M |
| 4 |
| BOARD OF TRUSTEES OF HEARTLAND HEALTHCARE FUND HEARTLAND HEALTHCARE FUND |
BLOOMINGTON MN |
| 1,712 |
| $47.4M |
| $2.5M |
| 5 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $2.2M |
| 6 | EMO TRANS, INC. 401(K) SAVINGS AND RETIREMENT PLAN FOR EMO TRANS EMPLOYEES | GARDEN CITY NY | 385 | $41.2M | $2.0M |
| 7 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $2.0M |
| 8 | IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK NJ | 646 | $182.3M | $2.0M |
| 9 | FRONTDOOR, INC. FRONTDOOR, INC. 401(K) PLAN | MEMPHIS TN | 2,150 | $147.4M | $1.8M |
| 10 | GW&K INVESTMENT MANAGEMENT, LLC GW&K 401(K) SAVINGS PLAN | BOSTON MA | 181 | $64.8M | $1.6M |
