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 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST | LIVONIA MI | 2,507 | $172.1M | $12.1M |
| 2 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $5.5M |
| 3 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $5.2M |
| 4 |
| SECURITY INDUSTRY SPECIALISTS, INC. SIS 401(K) PLAN |
CULVER CITY CA |
| 2,525 |
| $56.7M |
| $4.1M |
| 5 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $4.1M |
| 6 | CSI ELECTRICAL CONTRACTORS, INC. CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 283 | $43.6M | $3.2M |
| 7 | GOLD POINT LODGING & REALTY, INC. BRECKENRIDGE GRAND VACATIONS 401(K) PLAN | BRECKENRIDGE CO | 639 | $23.0M | $2.7M |
| 8 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $2.7M |
| 9 | CALIBER PUBLIC SCHOOLS CALIBER PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 223 | $7.6M | $2.0M |
| 10 | NOCO ENERGY CORP NOCO RETIREMENT PLAN | TONAWANDA NY | 456 | $44.2M | $1.8M |
