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 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $7.7M |
| 2 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN | PITTSBURGH PA | 1,171 | $167.0M | $3.7M |
| 3 | POWER DESIGN, INC. POWER DESIGN, INC. RETIREMENT PLAN | ST PETERSBURG FL | 1,489 | $79.4M | $1.7M |
| 4 |
| EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN |
DENVER CO |
| 1,574 |
| $81.1M |
| $1.5M |
| 5 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $1.4M |
| 6 | ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. ARTHRITIS & RHEUMATISM ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 187 | $37.6M | $1.1M |
| 7 | BELL FLAVORS & FRAGRANCES, INC. BELL FLAVORS AND FRAGRANCES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | NORTHBROOK IL | 449 | $38.7M | $903K |
| 8 | MOTION PICTURE ASSOCIATION, INC. MOTION PICTURE ASSOCIATION, INC. EMPLOYEES' 401(K) PLAN | SHERMAN OAKS CA | 145 | $63.7M | $858K |
| 9 | HERITAGE OPERATIONS GROUP, LLC HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN | BLOOMINGTON IL | 567 | $20.8M | $843K |
| 10 | PINNACLE DERMATOLOGY MANAGEMENT LLC SKIN IN THE GAME 401(K) PLAN | BRENTWOOD TN | 1,963 | $87.8M | $831K |
