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 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $15.5M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $8.0M |
| 3 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN | CARLSBAD CA | 1,043 | $316.0M | $4.3M |
| 4 |
| MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN |
CHICAGO IL |
| 103 |
| $30.7M |
| $2.3M |
| 5 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $2.1M |
| 6 | HUNTER INDUSTRIES INCORPORATED THE HUNTER SAVINGS INVESTMENT PLAN | SAN MARCOS CA | 1,187 | $220.4M | $2.0M |
| 7 | VALET LIVING,LLC VALET LIVING, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 6,121 | $32.5M | $1.6M |
| 8 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $1.5M |
| 9 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.4M |
| 10 | AGRANA FRUIT US, INC. AGRANA FRUIT US, INC. 401(K) PROFIT SHARING PLAN | BRECKSVILLE OH | 351 | $34.2M | $1.4M |
