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 | SECURIAN FINANCIAL GROUP, INC. SECURIAN FINANCIAL GROUP, INC. PERFORMANCE SHARE PLAN | SAINT PAUL MN | 2,772 | $980.6M | $30.4M |
| 2 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $22.7M |
| 3 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $15.5M |
| 4 |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN |
SAN FRANCISCO CA |
| 252 |
| $178.0M |
| $5.2M |
| 5 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $2.6M |
| 6 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO CA | 129 | $43.1M | $1.6M |
| 7 | STOLL KEENON OGDEN PLLC STOLL KEENON OGDEN PROFIT SHARING PLAN | LEXINGTON KY | 215 | $167.9M | $1.4M |
| 8 | FAIRVIEW HEALTH SERVICES GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST | GRAND RAPIDS MN | 828 | $114.0M | $1.4M |
| 9 | JHI GROUP INC. JHI GROUP INC. INCENTIVE SAVINGS PLAN | MONROEVILLE OH | 149 | $23.2M | $897K |
| 10 | GORMAN & COMPANY, LLC GORMAN 401(K) PLAN | OREGON WI | 602 | $35.8M | $742K |
