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 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP DEFINED CONTRIBUTION PLANS MASTER TRUST | ATLANTA GA | — | $692.9M | $30.5M |
| 2 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL 401(K) MASTER TRUST | RICHARDSON TX | — | $837.3M | $19.0M |
| 3 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $2.3M |
| 4 |
| JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN |
LONGVIEW WA |
| 320 |
| $85.6M |
| $1.8M |
| 5 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $1.2M |
| 6 | JH KELLY HOLDINGS LLC JH KELLY HOLDINGS LLC UNION 401(K) PLAN | LONGVIEW WA | 203 | $36.9M | $798K |
| 7 | PARAMETRIC SOLUTIONS INC. PARAMETRIC SOLUTIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JUPITER FL | 136 | $27.3M | $377K |
| 8 | YOUNG LIVING HOLDINGS, LLC YOUNG LIVING HOLDINGS, LLC | LEHI UT | 820 | $83.3M | $370K |
| 9 | ZIMENO, INC DBA MONARCH TRACTOR MONARCH TRACTOR 401K PLAN | LIVERMORE CA | 154 | $4.1M | $10K |
| 10 | CLEVER INC. CLEVER INC. 401(K) PLAN | SAN FRANCISCO CA | 218 | $21.4M | $4K |
