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 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $3.3M |
| 2 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $135.8M | $1.4M |
| 3 | REGUS MANAGEMENT GROUP, LLC REGUS MANAGEMENT GROUP, LLC 401(K) SAVINGS PLAN | ADDISON TX | 2,561 | $130.6M | $1.1M |
| 4 |
| KANNEGIESSER ETECH, INC. KANNEGIESSER ETECH, INC. 401(K) PLAN |
MINNEAPOLIS MN |
| 206 |
| $20.1M |
| $723K |
| 5 | ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE AMPP 401(K) THRIFT TRUST | HOUSTON TX | 159 | $30.9M | $610K |
| 6 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $562K |
| 7 | U.S. TOBACCO COOPERATIVE INC. U.S. TOBACCO COOPERATIVE 401(K) PLAN | RALEIGH NC | 271 | $23.3M | $489K |
| 8 | OLIVER HEALTHCARE PACKAGING COMPANY OLIVER HEALTHCARE PACKAGING COMPANY 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 1,042 | $95.9M | $462K |
| 9 | FLAGLER COLLEGE FLAGLER COLLEGE DC RETIREMENT PLAN | SAINT AUGUSTINE FL | 333 | $56.4M | $291K |
| 10 | CASE SYSTEMS INC. CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN | MIDLAND MI | 165 | $10.9M | $220K |
