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 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $3.4M |
| 2 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $1.9M |
| 3 | BREEZE AVIATION GROUP, INC BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN | COTTONWOOD HEIGHTS UT | 2,061 | $40.7M | $1.6M |
| 4 |
| HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN |
CONSHOHOCKEN PA |
| 599 |
| $94.9M |
| $1.1M |
| 5 | AKTION ASSOCIATES, INC. AKTION ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | MAUMEE OH | 214 | $32.5M | $824K |
| 6 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $603K |
| 7 | THE PEOPLE-TO-PEOPLE FOUNDATION, INC. PROJECT HOPE HEALTH SCIENCES ED THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION, INC. PENSION PLAN | WASHINGTON DC | 12 | $26.5M | $594K |
| 8 | RESOURCE PRO LLC RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 383 | $26.9M | $513K |
| 9 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $499K |
| 10 | SAMSONITE, LLC SAMSONITE EMPLOYEE SAVINGS TRUST | MANSFIELD MA | 628 | $104.4M | $491K |
