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 | LISI HOLDING NORTH AMERICA, INC. LISI COMPANIES 401(K) PLAN | TORRANCE CA | 1,870 | $142.8M | $5.0M |
| 2 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $1.8M |
| 3 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | WASHINGTON DC | 359 | $100.3M | $702K |
| 4 |
| HERITAGE OPERATIONS GROUP, LLC HERITAGE OPERATIONS GROUP, LLC RETIREMENT SAVINGS PLAN |
BLOOMINGTON IL |
| 567 |
| $20.8M |
| $694K |
| 5 | FEDERATION OF STATE MEDICAL BOARDS OF THE UNITED STATES, INC. THE FEDERATION OF STATE MEDICAL BOARDS THRIFT RETIREMENT PLAN | EULESS TX | 157 | $44.3M | $626K |
| 6 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $626K |
| 7 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $414K |
| 8 | TRYON MEDICAL PARTNERS, PLLC TRYON MEDICAL PARTNERS 401(K) RETIREMENT PLAN | CHARLOTTE NC | 454 | $52.5M | $335K |
| 9 | SHOP ARCHITECTS, INC SHOP ARCHITECTS 401(K) PLAN | NEW YORK NY | 106 | $11.5M | $269K |
| 10 | MEYERS NAVE, A PROFESSIONAL CORPORATION MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 | OAKLAND CA | 75 | $24.2M | $255K |
