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 | BROWN AND CALDWELL BROWN AND CALDWELL SAVINGS PLAN | LAKEWOOD CO | 2,280 | $574.9M | $16.5M |
| 2 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $8.0M |
| 3 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $5.8M |
| 4 |
| CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN |
EAST WINDSOR NJ |
| 1,232 |
| $302.8M |
| $4.2M |
| 5 | HIGH STREET INSURANCE PARTNERS, INC. HIGH STREET INSURANCE PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 2,168 | $147.5M | $4.0M |
| 6 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $3.8M |
| 7 | HIGHTOWER HOLDING, LLC HIGHTOWER 401(K) PLAN | CHICAGO IL | 1,550 | $206.7M | $2.6M |
| 8 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $2.3M |
| 9 | GODBERSEN-SMITH CONSTRUCTION COMPANY GODBERSEN-SMITH CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | IDA GROVE IA | 539 | $66.0M | $2.2M |
| 10 | RUSSELL STOVER CHOCOLATES, LLC LINDT & SPRUNGLI NORTH AMERICA, INC. AND RUSSELL STOVER CHOCOLATES, LLC 401(K) PLAN | KANSAS CITY MO | 1,606 | $90.3M | $2.1M |
