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 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $21.2M |
| 2 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $12.6M |
| 3 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,431 | $382.7M | $9.6M |
| 4 |
| NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. 401(K) PLAN |
WESTFORD MA |
| 1,326 |
| $645.1M |
| $8.9M |
| 5 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN | BOSTON MA | 6,039 | $930.2M | $5.3M |
| 6 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 8,349 | $869.5M | $4.4M |
| 7 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 651 | $190.3M | $4.3M |
| 8 | MAYO HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $3.9M |
| 9 | HATHAWAY DINWIDDIE CONSTRUCTION COMPANY HATHAWAY DINWIDDIE CONSTRUCTION COMPANY 401(K) PLAN | SAN FRANCISCO CA | 359 | $148.9M | $3.9M |
| 10 | BUTZEL LONG, A PROFESSIONAL CORPORATION BUTZEL LONG EMPLOYEES THRIFT PLAN AND TRUST | DETROIT MI | 246 | $109.3M | $3.5M |
