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 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $30.2M |
| 2 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $26.5M |
| 3 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $14.2M |
| 4 |
| MESIROW FINANCIAL ADMINISTRATIVE CORPORATION MESIROW FINANCIAL SAVINGS PLAN |
CHICAGO IL |
| 496 |
| $225.3M |
| $10.5M |
| 5 | S & T BANK THRIFT PLAN FOR EMPLOYEES OF S & T BANK | INDIANA PA | 1,220 | $128.4M | $7.5M |
| 6 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $2.7M |
| 7 | MOHAWK FINE PAPERS INC. THE MOHAWK FINE PAPERS INC. DEFINED CONTRIBUTION SAVINGS PLAN | COHOES NY | 122 | $39.1M | $2.7M |
| 8 | CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN | WEST DES MOINES IA | 3,365 | $33.8M | $2.6M |
| 9 | HENDRICKS HOLDING CO., INC. HENDRICKS GROUP 401(K) PLAN | BELOIT WI | 2,198 | $73.6M | $2.3M |
| 10 | CHELSEA GROTON BANK CHELSEA GROTON BANK SAVINGS PLAN | GROTON CT | 215 | $43.6M | $2.2M |
