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 | OPEN TEXT, INC. OPEN TEXT, INC. 401(K) PLAN | MENLO PARK CA | 4,635 | $1.9B | $92.5M |
| 2 | CALIFORNIA WATER SERVICE COMPANY CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN | SAN JOSE CA | 1,284 | $389.4M | $34.5M |
| 3 | IRON MOUNTAIN INCORPORATED THE IRON MOUNTAIN COMPANIES 401(K) PLAN | ROYERSFORD PA | 10,113 | $943.1M | $34.4M |
| 4 |
| LPL FINANCIAL LLC LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN |
SAN DIEGO CA |
| 8,946 |
| $939.6M |
| $27.6M |
| 5 | NIXON PEABODY LLP NIXON PEABODY LLP RETIREMENT SAVINGS PLAN I | VICTOR NY | 594 | $653.1M | $19.6M |
| 6 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $17.5M |
| 7 | ATLAS COPCO NORTH AMERICA LLC ACNA 401(K) PLAN | PARSIPPANY NJ | 8,055 | $1.1B | $15.6M |
| 8 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $13.2M |
| 9 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $11.8M |
| 10 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST | SEATTLE WA | 330 | $103.9M | $9.5M |
