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 | SHAMROCK FOODS COMPANY SHAMROCK FOODS COMPANY 401(K) PLAN AND TRUST | PHOENIX AZ | 5,985 | $454.8M | $30.0M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $15.4M |
| 3 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $5.8M |
| 4 |
| SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN |
PEEKSKILL NY |
| 1,894 |
| $156.7M |
| $5.2M |
| 5 | BERRY COMPANIES, INC. BERRY COMPANIES, INC. PROFIT SHARING PLAN | WICHITA KS | 1,295 | $106.2M | $4.2M |
| 6 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $3.3M |
| 7 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $3.3M |
| 8 | ONIT, INC. ONIT 401(K) PLAN | ATLANTA GA | 259 | $20.6M | $2.9M |
| 9 | JENNIE STUART MEDICAL CENTER JENNIE STUART MEDICAL CENTER 403(B) PLAN | HOPKINSVILLE KY | 1,141 | $40.9M | $2.8M |
| 10 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $2.7M |
