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 | $25.5M |
| 2 | ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON MA | 2,706 | $1.4B | $22.1M |
| 3 | TULALIP TRIBES OF WASHINGTON TULALIP TRIBES OF WASHINGTON EMPLOYEES' RETIREMENT PLAN | TULALIP WA | 3,644 | $231.4M | $13.3M |
| 4 |
| WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN |
ATLANTA GA |
| 2,300 |
| $135.6M |
| $4.6M |
| 5 | BI-MART CORPORATION BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | EUGENE OR | 2,446 | $107.0M | $4.0M |
| 6 | JOHNSON TRACTOR INC JOHNSON TRACTOR, INC. EMPLOYEE 401(K) PLAN | JANESVILLE WI | 209 | $22.3M | $593K |
| 7 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $497K |
| 8 | MAYFIELD CLINIC, INC. MAYFIELD CLINIC, INC. PROFIT SHARING/401(K) PLAN | CINCINNATI OH | 294 | $73.0M | $389K |
| 9 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $241K |
| 10 | MANKE LUMBER COMPANY MANKE LUMBER COMPANY, INC. PROFIT SHARING PLAN | TACOMA WA | 378 | $36.1M | $211K |
