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 | LOGAN HEALTH LOGAN HEALTH RETIREMENT SAVINGS PLAN | KALISPELL MT | 4,345 | $500.4M | $22.1M |
| 2 | FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS MN | 1,044 | $641.0M | $16.1M |
| 3 | BEVERAGE DISTRIBUTION CENTER, INC. BEVERAGE DISTRIBUTION SAVINGS PLAN | PENNSAUKEN NJ | 1,335 | $205.7M | $15.7M |
| 4 |
| BT AMERICAS HOLDINGS INC. BT U.S. RETIREMENT SAVINGS PLAN 401(K) |
DALLAS TX |
| 648 |
| $652.2M |
| $13.6M |
| 5 | MOUNT NITTANY MEDICAL CENTER MOUNT NITTANY MEDICAL CENTER 403(B) PLAN | STATE COLLEGE PA | 2,590 | $165.8M | $4.8M |
| 6 | R M PALMER COMPANY LLC R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 626 | $50.6M | $1.7M |
| 7 | ANTONIO ORIGLIO, INC. ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN | PHILADELPHIA PA | 260 | $59.2M | $1.4M |
| 8 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $1.1M |
| 9 | NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC. NEW YORK CITY CRIMINAL JUSTICE AGENCY TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 315 | $22.2M | $67K |
| 10 | NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC. NEW YORK CITY CRIMINAL JUSTICE AGENCY PENSION PLAN | NEW YORK NY | 145 | $12.5M | $50K |
