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 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $15.9M |
| 2 | BALCHEM CORPORATION BALCHEM CORPORATION 401(K) PLAN | MIDDLETOWN NY | 1,021 | $141.8M | $8.9M |
| 3 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $7.9M |
| 4 |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN |
KANSAS CITY MO |
| 193 |
| $104.6M |
| $5.2M |
| 5 | NEWPORT GROUP, INC. APRIO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 1,017 | $55.7M | $3.4M |
| 6 | LEGENDS HOSPITALITY, LLC LEGENDS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 16,236 | $105.8M | $2.8M |
| 7 | EDWARD ROSE BUILDING ENTERPRISE, LLC EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 2,481 | $104.6M | $2.5M |
| 8 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $2.2M |
| 9 | AMS MECHANICAL HOLDINGS, INC. AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 175 | $29.5M | $1.8M |
| 10 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $1.8M |
