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 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $2.8M |
| 2 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $1.2M |
| 3 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $996K |
| 4 |
| SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN |
BLOOMINGTON MN |
| 86 |
| $21.3M |
| $542K |
| 5 | ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, PC ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 625 | $87.6M | $542K |
| 6 | UMH PROPERTIES, INC. UMH PROPERTIES, INC. 401(K) PLAN | FREEHOLD NJ | 496 | $34.2M | $326K |
| 7 | MENDO MILL & LUMBER CO. MENDO MILL & LUMBER CO. PROFIT SHARING PLAN AND TRUST | UKIAH CA | 174 | $8.7M | $246K |
| 8 | KNOWLES, SMITH & ASSOCIATES, LLP VILLAGE FAMILY DENTAL 401(K) PLAN | FAYETTEVILLE NC | 268 | $11.9M | $219K |
| 9 | SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE AR | 827 | $31.1M | $191K |
| 10 | RBC MINISTRIES DBA OUR DAILY BREAD MINISTRIES OUR DAILY BREAD MINISTRIES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 274 | $29.8M | $136K |
