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 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $29.4M |
| 2 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $11.2M |
| 3 | SHIPLEY SCHOOL SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA | BRYN MAWR PA | 383 | $52.6M | $1.9M |
| 4 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $1.6M |
| 5 | MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE MN | 386 | $57.7M | $1.5M |
| 6 | PRIMEWAY(TM) FEDERAL CREDIT UNION PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | HOUSTON TX | 143 | $11.8M | $1.0M |
| 7 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN | TARRYTOWN NY | 370 | $14.6M | $914K |
| 8 | UNIVERSITY CITY HOUSING COMPANY UNIVERSITY CITY HOUSING COMPANY 401(K) PLAN | ROSEMONT PA | 227 | $15.7M | $899K |
| 9 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN | TARRYTOWN NY | 294 | $11.7M | $896K |
| 10 | RISK INTERNATIONAL HOLDINGS, LLC RISK INTERNATIONAL HOLDINGS, LLC 401(K) RETIREMENT PLAN AND TRUST | FAIRLAWN OH | 0 | $16.2M | $892K |
