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 | ROCK HOLDINGS, INC. ROCK HOLDINGS & ASSOCIATED COMPANIES SAVINGS PLAN | DETROIT MI | 15,943 | $2.2B | $27.9M |
| 2 | CARTER MACHINERY COMPANY, INC. EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | SALEM VA | 3,101 | $466.2M | $7.4M |
| 3 | HKS, INC. HKS, INC. 401(K) PLAN | DALLAS TX | 1,328 | $290.9M | $1.8M |
| 4 |
| AVITA HEALTH SYSTEM AVITA HEALTH SYSTEM EMPLOYEE 403B RETIREMENT PLAN |
GALION OH |
| 2,200 |
| $104.6M |
| $1.6M |
| 5 | CTOS, LLC CTOS, LLC 401(K) PLAN | KANSAS CITY MO | 2,397 | $128.7M | $1.4M |
| 6 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS 401K RETIREMENT PLAN | HUNTSVILLE AL | 1,876 | $303.8M | $1.2M |
| 7 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $1.1M |
| 8 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $572K |
| 9 | PRIME AE GROUP, INC. PRIME AE GROUP, INC. 401(K) PLAN | COLUMBUS OH | 431 | $44.0M | $480K |
| 10 | IDEMITSU LUBRICANTS AMERICA CORPORATION IDEMITSU LUBRICANTS AMERICA CORPORATION 401(K) SAVINGS PLAN | JEFFERSONVILLE IN | 286 | $34.3M | $423K |
