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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $20.9M |
| 2 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $17.4M |
| 3 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SPRINGFIELD OR | 605 | $67.8M | $10.7M |
| 4 |
| FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN |
PLEASANT GROVE UT |
| 301 |
| $23.3M |
| $6.2M |
| 5 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $4.7M |
| 6 | AMERICAN SEAFOODS GROUP, LLC. AMERICAN SEAFOODS GROUP 401(K) PLAN | SEATTLE WA | 989 | $54.5M | $3.9M |
| 7 | FELD ENTERTAINMENT, INC. FELD ENTERTAINMENT, INC. 401(K) PLAN | PALMETTO FL | 1,139 | $96.2M | $3.3M |
| 8 | BERNSTEIN POKROY AND LEHRNER LTD KIDNEY SPECIALISTS OF SOUTHERN NEVADA 401K PROFIT SHARING PLAN | LAS VEGAS NV | 107 | $39.7M | $2.9M |
| 9 | JANIE AND JACK, LLC JANIE AND JACK, LLC 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 680 | $15.2M | $2.6M |
| 10 | CASCADE DESIGNS, INC. CASCADE DESIGNS, INC. 401(K) SAVINGS & INVESTMENT PLAN | SEATTLE WA | 226 | $29.6M | $2.1M |
