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 | HUMAN INTEREST INC. HUMAN INTEREST 401(K) PLAN | SAN FRANCISCO CA | 736 | $56.5M | $24.3M |
| 2 | NEXT INSURANCE, INC. NEXT INSURANCE 401(K) PLAN | PALO ALTO CA | 529 | $33.8M | $12.5M |
| 3 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $11.2M |
| 4 |
| TRADITION AMERICA HOLDINGS, INC. TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN |
NEW YORK NY |
| 455 |
| $207.5M |
| $10.1M |
| 5 | PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND PLUMBERS & PIPEFITTERS LOCAL 162 HEALTH & INSURANCE FUND | DAYTON OH | 797 | $21.3M | $6.7M |
