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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $44.3M |
| 2 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP DEFINED CONTRIBUTION PLANS MASTER TRUST | ATLANTA GA | — | $692.9M | $21.9M |
| 3 | LENNOX INTERNATIONAL INC. LENNOX INTERNATIONAL 401(K) MASTER TRUST | RICHARDSON TX | — | $837.3M | $14.6M |
| 4 |
| SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST |
NEW YORK NY |
| — |
| $319.3M |
| $8.6M |
| 5 | CALIFORNIA CASUALTY MANAGEMENT COMPANY CALIFORNIA CASUALTY MANAGEMENT COMPANY MASTER TRUST | SAN MATEO CA | — | $136.7M | $5.0M |
| 6 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN | SAN FRANCISCO CA | 533 | $80.9M | $1.5M |
| 7 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $265K |