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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $17.2M |
| 2 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $14.0M |
| 3 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $1.2M |
| 4 |
| STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN |
LIVERMORE CA |
| 1,754 |
| $150.0M |
| $264K |
| 5 | STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLAN | LIVERMORE CA | 742 | $43.5M | $79K |
| 6 | CHINESE HOSPITAL CHINESE HOSPITAL 401(A) RETIREMENT PLAN & TRUST | SAN FRANCISCO CA | 171 | $9.4M | $8K |
| 7 | R.L.K. AND COMPANY TIMBERLINE LODGE EMPLOYEE SAVINGS AND PROTECTION PLAN | GOVERNMENT CAMP OR | 1,066 | $13.8M | $3K |
| 8 | MEUNDIES INC MEUNDIES 401(K) PLAN | LOS ANGELES CA | 59 | $3.6M | $1K |
