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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $587.8M |
| 2 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $3.5M |
| 3 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN | MESA AZ | 292 | $44.9M | $2.9M |
| 4 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $2.8M |
| 5 | THE ECONOMIST NEWSPAPER GROUP INCORPORATED THE ECONOMIST GROUP 401(K) PLAN | NEW YORK NY | 131 | $49.7M | $2.4M |
| 6 | CLARE ROSE, INC. CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | EAST YAPHANK NY | 136 | $22.5M | $1.8M |
| 7 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN | FRESNO CA | 898 | $54.0M | $946K |
| 8 | BIRMINGHAM RADIOLOGICAL GROUP, P.C. BIRMINGHAM RADIOLOGICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 89 | $69.1M | $940K |
| 9 | DES ARCHITECTS + ENGINEERS DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 67 | $59.6M | $937K |
| 10 | T-N-T CRANE & RIGGING, INC. T-N-T CRANE & RIGGING, INC. 401(K) PLAN | HOUSTON TX | 1,004 | $29.1M | $907K |
