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 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $7.1M |
| 2 | AVITA HEALTH SYSTEM AVITA HEALTH SYSTEM EMPLOYEE 403B RETIREMENT PLAN | GALION OH | 2,200 | $104.6M | $6.5M |
| 3 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 372 | $58.3M | $5.8M |
| 4 |
| ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST |
HOLBROOK NY |
| 472 |
| $41.4M |
| $3.8M |
| 5 | INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST | BRIDGEWATER NJ | 1,018 | $134.2M | $3.6M |
| 6 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $2.9M |
| 7 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $2.5M |
| 8 | AVINEON, INC. AVINEON, INC. 401(K) AND PROFIT SHARING PLAN | MCLEAN VA | 58 | $22.1M | $2.4M |
| 9 | WS AUDIOLOGY USA, INC. SIVANTOS PENSION PLAN | ISELIN NJ | 25 | $29.1M | $2.3M |
| 10 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $2.2M |
