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 | MKS INSTRUMENTS, INC. MKS INSTRUMENTS, INC. PROFIT SHARING & 401(K) PLAN | ANDOVER MA | 2,905 | $839.6M | $8.3M |
| 2 | SALLY BEAUTY HOLDINGS, INC. SALLY BEAUTY 401(K) AND PROFIT SHARING PLAN | DENTON TX | 18,644 | $294.1M | $1.2M |
| 3 | MONTGOMERY TRANSPORT, LLC MONTGOMERY TRANSPORT, LLC 401(K) PLAN | BIRMINGHAM AL | 599 | $8.1M | $266K |
| 4 |
| SALLY BEAUTY HOLDINGS, INC. SALLY BEAUTY DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN |
DENTON TX |
| 266 |
| $3.3M |
| $38K |
