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 | HOCKADAY SCHOOL INC. HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN | DALLAS TX | 254 | $106.7M | $3.3M |
| 2 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $2.7M |
| 3 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $1.7M |
| 4 |
| UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN |
MILWAUKEE WI |
| 234 |
| $85.4M |
| $1.3M |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $1.3M |
| 6 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 729 | $94.9M | $1.2M |
| 7 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $1.1M |
| 8 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $1.1M |
| 9 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $1.1M |
| 10 | GRYPHON ADVISORS, LLC GRYPHON INVESTORS 401K RETIREMENT PLAN | SAN FRANCISCO CA | 145 | $34.7M | $906K |
