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 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $44.1M |
| 2 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $13.7M |
| 3 | RILEY CREEK LUMBER COMPANY IDAHO FOREST GROUP LLC 401(K) PLAN | COEUR DALENE ID | 1,276 | $118.6M | $12.6M |
| 4 |
| MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN |
FOUNTAIN VALLEY CA |
| 360 |
| $163.5M |
| $9.5M |
| 5 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $4.0M |
| 6 | OSAGE INDUSTRIES, INC. OSAGE INDUSTRIES 401K PLAN | LINN MO | 138 | $23.5M | $3.6M |
| 7 | GINGKO RESIDENTIAL LLC GINKGO RESIDENTIAL 401(K) PLAN | CHARLOTTE NC | 206 | $14.0M | $3.4M |
| 8 | CREFORM CORPORATION CREFORM CORPORATION 401(K) RETIREMENT PLAN | GREER SC | 118 | $19.8M | $2.8M |
| 9 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $2.5M |
| 10 | PLUMBERS & STEAMFITTERS LOCAL 21 PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN | PEEKSKILL NY | 1,673 | $183.0M | $2.2M |
