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 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $9.1M |
| 2 | KRAUS-ANDERSON, INCORPORATED KRAUS-ANDERSON, INCORPORATED SAVINGS PLAN | MINNEAPOLIS MN | 521 | $121.5M | $4.5M |
| 3 | CHG GROUP, INC. CHG GROUP, INC. PROFIT SHARING & 401(K) PLAN | CHANTILLY VA | 825 | $95.6M | $4.5M |
| 4 |
| PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN |
DULUTH GA |
| 2,054 |
| $336.2M |
| $4.4M |
| 5 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN | WASHINGTON DC | 653 | $329.9M | $2.7M |
| 6 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $2.1M |
| 7 | T. A. LOVING COMPANY T. A. LOVING COMPANY 401(K) RETIREMENT PLAN | GOLDSBORO NC | 442 | $30.1M | $1.4M |
| 8 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | WASHINGTON DC | 359 | $100.3M | $662K |
| 9 | EPSILYTE HOLDINGS, LLC EPSILYTE HOLDINGS LLC 401(K) PLAN | THE WOODLANDS TX | 157 | $14.3M | $495K |
| 10 | BROOKWOOD FINANCIAL PARTNERS, LLC BROOKWOOD FINANCIAL PARTNERS, LLC 401(K) PLAN | BEVERLY MA | 86 | $13.9M | $468K |
