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 | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | WELLESLEY HILLS MA | 5,991 | $1.8B | $232.2M |
| 2 | TRUSTEES OF LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND | COLLINSVILLE IL | 692 | $26.8M | $1.2M |
| 3 | NORTH SANTIAM PAVING COMPANY NORTH SANTIAM PAVING CO. 401(K) PROFIT SHARING PLAN | STAYTON OR | 88 |
| $10.7M |
| $705K |
