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 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $654K |
| 2 | ALL ERECTION & CRANE RENTAL CORP. THE ALL COMPANIES 401(K) PLAN | CLEVELAND OH | 620 | $89.6M | $458K |
| 3 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $418K |
| 4 |
| LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 10 |
| $39.6M |
| $263K |
| 5 | DRIVEN BRANDS INC. DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 6,716 | $79.9M | $223K |
| 6 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $221K |
| 7 | PREMIER ANESTHESIA OF PENNSYLVANIA, P.C. PREMIER ANESTHESIA 401(K) PLAN | ALPHARETTA GA | 99 | $12.7M | $144K |
| 8 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $115K |
| 9 | GOSSAMER BIO SERVICES, INC. GOSSAMER BIO 401(K) PLAN | SAN DIEGO CA | 119 | $20.1M | $67K |
| 10 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN | NEW YORK NY | 619 | $52.0M | $65K |
