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 | UNITED REFRIGERATION INC. UNITED REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN | PHILADELPHIA PA | 1,669 | $210.2M | $24.7M |
| 2 | H2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHI H2M ARCHITECTS + ENGINEERS 401(K) PLAN | MELVILLE NY | 574 | $167.9M | $13.9M |
| 3 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 |
| $261.0M |
| $10.0M |
| 4 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $9.1M |
| 5 | ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL OAKLAWN TAX SHELTERED ANNUITY PLAN | MARSHALL MI | 1,100 | $89.5M | $7.0M |
| 6 | CARS.COM, LLC CARS.COM, LLC 401(K) RETIREMENT PLAN | CHICAGO IL | 1,648 | $241.1M | $6.5M |
| 7 | CHELSEA GROTON BANK CHELSEA GROTON BANK SAVINGS PLAN | GROTON CT | 215 | $43.6M | $5.6M |
| 8 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $5.4M |
| 9 | ENCORE GROUP (USA), LLC ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN | SCHILLER PARK IL | 10,531 | $453.2M | $4.9M |
| 10 | GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN NE | 143 | $43.2M | $4.8M |
