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 | HERBALIFE INTERNATIONAL OF AMERICA, INC. HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING | TORRANCE CA | 2,229 | $416.9M | $4.5M |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $600K |
| 3 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS |
| 2,243 |
| $269.6M |
| $340K |
| 4 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $104K |
