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 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $10.8M |
| 2 | BURO HAPPOLD CONSULTING ENGINEERS, INC. BURO HAPPOLD RETIREMENT PLAN | NEW YORK NY | 406 | $51.6M | $3.3M |
| 3 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $2.6M |
| 4 |
| THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN |
UNCASVILLE CT |
| 6,314 |
| $500.1M |
| $2.1M |
| 5 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $2.0M |
| 6 | SAFE HAVEN HOLDINGS INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,520 | $20.5M | $2.0M |
| 7 | MCBRIDE CLINIC, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MCBRIDE ORTHOPEDIC HOSPITAL | OKLAHOMA CITY OK | 918 | $117.4M | $1.2M |
| 8 | HOWE, INC. HOWE, INC. 401(K) PLAN | SIOUX FALLS SD | 187 | $8.4M | $425K |
| 9 | PACIFIC SCIENCE CENTER PACIFIC SCIENCE CENTER RETIREMENT PLAN | SEATTLE WA | 162 | $6.6M | $347K |
| 10 | ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS EXPLORUS 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 404 | $2.8M | $206K |
