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 | $33.0M |
| 2 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $15.4M |
| 3 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $3.1M |
| 4 |
| MERATIVE US L.P. MERATIVE US L.P. 401(K) RETIREMENT PLAN |
UNITED STATES MI |
| 1,244 |
| $117.6M |
| $1.3M |
| 5 | PACIFIC COAST BANKERS' BANCSHARES PACIFIC COAST BANKERS' BANCSHARES 401(K) SAVINGS PLAN | WALNUT CREEK CA | 119 | $21.2M | $1.1M |
| 6 | PARSONS BEHLE & LATIMER PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 316 | $160.4M | $439K |
| 7 | PSYNERGY PROGRAMS, INC. PSYNERGY PROGRAMS, INC. 401(K) PLAN | MORGAN HILL CA | 159 | $5.1M | $425K |
| 8 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $338K |
| 9 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $274K |
| 10 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $271K |
