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 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $4.7M |
| 2 | BEAR RIVER MUTUAL INSURANCE COMPANY BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN | MURRAY UT | 113 | $12.1M | $3.8M |
| 3 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3, EMP | RIVER FOREST IL | 1,458 |
| $331.7M |
| $3.5M |
| 4 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN | WICHITA KS | 333 | $37.0M | $2.8M |
| 5 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $2.7M |
| 6 | IBEW LOCAL 241 IBEW LOCAL #241 ANNUITY PLAN | ITHACA NY | 193 | $36.1M | $1.4M |
| 7 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $1.2M |
| 8 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $1.2M |
| 9 | HISCOX INC. HISCOX INC. 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 482 | $82.1M | $1.1M |
| 10 | OLD COLONY HOSPICE, INC. OLD COLONY HOSPICE, INC. 403(B) PLAN | WEST BRIDGEWATER MA | 122 | $3.6M | $876K |
