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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $6.3M |
| 2 | VOITH US INC. VOITH EMPLOYEE SAVINGS PLAN | YORK PA | 1,686 | $419.0M | $1.8M |
| 3 | MATHIS BROS. OKLAHOMA CITY, LLC MATHIS BROTHERS 401(K) PLAN | OKLAHOMA CITY OK | 2,322 | $67.8M | $1.7M |
| 4 |
| RYAN, LLC RYAN, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 2,842 |
| $387.2M |
| $1.5M |
| 5 | CITIZENS & FARMERS BANK SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | WEST POINT VA | 237 | $21.2M | $1.3M |
| 6 | MID-AMERICA APARTMENT COMMUNITIES, INC. MAA 401(K) SAVINGS PLAN | GERMANTOWN TN | 2,142 | $143.6M | $870K |
| 7 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $717K |
| 8 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $714K |
| 9 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $705K |
| 10 | COLLABERA, INC. COLLABERA 401(K) PLAN | BASKING RIDGE NJ | 3,480 | $102.6M | $670K |
