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 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $3.0M |
| 2 | GLY CONSTRUCTION, INC. GLY CONSTRUCTION, INC. 401(K) PLAN | BELLEVUE WA | 183 | $104.1M | $2.7M |
| 3 | THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION RETIREMENT PLAN | SAN FRANCISCO CA | 76 | $40.3M | $684K |
| 4 |
| CHINATOWN COMMUNITY DEVELOPMENT CENTER CHINATOWN CDC 403(B) PLAN |
SAN FRANCISCO CA |
| 257 |
| $18.2M |
| $537K |
| 5 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $418K |
| 6 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $349K |
| 7 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $152K |
| 8 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $38K |
| 9 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $21K |