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 | BOWMAN AND BROOKE LLP BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 407 | $194.3M | $19.4M |
| 2 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $17.3M |
| 3 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $5.6M |
| 4 |
| NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN |
PROVO UT |
| 1,383 |
| $237.2M |
| $4.6M |
| 5 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $4.6M |
| 6 | MINER'S INC. MINER'S, INC. 401(K) PLAN | HERMANTOWN MN | 3,042 | $73.1M | $4.4M |
| 7 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $4.2M |
| 8 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $4.0M |
| 9 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $3.1M |
| 10 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $3.0M |
