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 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN | EDINA MN | 38,828 | $347.2M | $13.0M |
| 2 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $11.9M |
| 3 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B |
| $8.1M |
| 4 | BADGER METER, INC. BADGER METER EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN | MILWAUKEE WI | 916 | $217.8M | $8.0M |
| 5 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $7.2M |
| 6 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $5.2M |
| 7 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $3.4M |
| 8 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $3.4M |
| 9 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $3.3M |
| 10 | RUSSELL LANDS, INC. RUSSELL LANDS 401(K) RETIREMENT SAVINGS/PROFIT SHARING PLAN | ALEXANDER CITY AL | 750 | $20.6M | $2.4M |
