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 | QUALSTAR CREDIT UNION QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN | BOTHELL WA | 79 | $34.9M | $3.5M |
| 2 | ULTA SALON COSMETICS & FRAGRANCE, INC. ULTA SALON COSMETICS & FRAGRANCE 401(K) RETIREMENT PLAN | BOLINGBROOK IL | 67,118 | $542.0M | $3.2M |
| 3 | TRUSTEES OF UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEF CONT UFCW LOCAL UNION 1189 AND ST. PAUL FOOD EMPLOYERS DEFINED CONTRIBUTION PLAN | BLOOMINGTON MN |
| 7,276 |
| $226.4M |
| $2.6M |
| 4 | VALMET INC. VALMET, INC. PENSION PLAN AND TRUST | NORCROSS GA | 2,165 | $86.1M | $2.6M |
| 5 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $1.4M |
| 6 | IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN | TROY MI | 2,242 | $89.9M | $735K |
| 7 | DEGREED, INC. DEGREED, INC. 401(K) PLAN | DRAPER UT | 224 | $37.3M | $449K |
| 8 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $441K |
| 9 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $425K |
| 10 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $425K |
