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 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $5.5M |
| 2 | SHEN MILSOM & WILKE LLC SHEN MILSOM & WILKE, LLC 401(K) PLAN | NEW YORK NY | 147 | $22.9M | $2.1M |
| 3 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $1.7M |
| 4 | CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION, INC. TEACHERS FRINGE BENEFIT 403(B) PROGRAM | MIAMI FL | 314 | $56.4M | $1.1M |
| 5 | NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS NACCHO NATIONAL ASSOCIATION OF COUNTY & CITY HEALTH OFFICIALS DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 287 | $22.7M | $758K |
| 6 | EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER, INC. RETIREMENT PLAN | TUCSON AZ | 1,958 | $179.6M | $574K |
| 7 | NETCARE CORPORATION NETCARE CORPORATION TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 264 | $12.2M | $561K |
| 8 | PATHPOINT 403(B) THRIFT PLAN FOR EMPLOYEES OF PATHPOINT | SANTA BARBARA CA | 453 | $20.9M | $367K |
| 9 | NEWSELA, INC. NEWSELA, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 324 | $27.7M | $203K |
| 10 | NATIONAL CENTER FOR YOUTH LAW 403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTER FOR YOUTH LAW | OAKLAND CA | 98 | $12.6M | $203K |
