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 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $2.1M |
| 2 | ROLAND CORPORATION U.S. ROLAND CORPORATION U.S. 401(K) SAVINGS AND INVESTMENT PLAN | LOS ANGELES CA | 186 | $34.3M | $1.3M |
| 3 | SPECIALIST RESOURCES GLOBAL, INC. SPECIALIST RESOURCES GLOBAL, INC. 401(K) PLAN | FRANKLIN TN | 486 | $34.9M | $934K |
| 4 |
| LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN |
GLENDALE CA |
| 340 |
| $50.8M |
| $692K |
| 5 | GOLD STANDARD ENTERPRISES, INC. GOLD STANDARD ENTERPRISES, INC. 401(K) PLAN | NILES IL | 1,595 | $35.4M | $686K |
| 6 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $529K |
| 7 | NORTHLAND INVESTMENT CORPORATION NORTHLAND INVESTMENT CORPORATION 401(K) PLAN | NEWTON MA | 708 | $30.9M | $427K |
| 8 | FORMAGRID INC DBA AIRTABLE AIRTABLE 401(K) PLAN | SAN FRANCISCO CA | 582 | $72.2M | $352K |
| 9 | UNITED NOTIONS, INC. UNITED NOTIONS, INC. 401(K) PLAN | DALLAS TX | 98 | $29.4M | $204K |
| 10 | CSS PAYROLL CO LP CSS PAYROLL 401(K) PLAN | LOS ANGELES CA | 1,199 | $42.9M | $193K |
