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 | DS SMITH NORTH AMERICA DS SMITH NORTH AMERICA 401K PLAN | ATLANTA GA | 1,634 | $123.9M | $22.3M |
| 2 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 551 | $269.5M | $12.8M |
| 3 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $11.9M |
| 4 |
| NEW YORK STATE UNITED TEACHERS NYSUT STAFF 401(K) PLAN |
LATHAM NY |
| 400 |
| $257.9M |
| $7.4M |
| 5 | CU DIRECT CORPORATION CU DIRECT CORPORATION CAPITAL ACCUMULATION PLAN | ONTARIO CA | 648 | $116.3M | $5.3M |
| 6 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP RETIREMENT PLAN | CHARLOTTESVILLE VA | 1,415 | $139.4M | $4.8M |
| 7 | CONCEPT REHAB, INC. CONCEPT REHAB, INC. 401(K) PLAN | TOLEDO OH | 577 | $31.8M | $4.4M |
| 8 | WOODRUFF SAWYER & CO. WOODRUFF-SAWYER & CO. PROFIT-SHARING AND PRE-TAX SAVINGS PLAN | SAN FRANCISCO CA | 639 | $149.9M | $4.1M |
| 9 | CONSTRUCTION INDUSTRY LABORERS WELFARE FUND CONSTRUCTION INDUSTRY LABORERS WELFARE FUND | KANSAS CITY MO | 5,617 | $188.4M | $3.9M |
| 10 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN | LEWISTON ME | 750 | $173.0M | $3.9M |
