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 | ROCKEFELLER FINANCIAL SERVICES, INC. ROCKEFELLER 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 1,350 | $236.5M | $16.1M |
| 2 | ROCKEFELLER & ROCKEFELLER ET AL. E&H 401(K) SAVINGS AND RETIREMENT PLAN | NEW YORK NY | 188 | $51.5M | $2.1M |
