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 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $35.7M |
| 2 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $14.5M |
| 3 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $13.3M |
| 4 |
| THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN |
MONTEREY CA |
| 582 |
| $104.6M |
| $6.2M |
| 5 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $5.5M |
| 6 | LORETTO MANAGEMENT CORPORATION LORETTO EMPLOYEE 401(K) SAVINGS PLAN | SYRACUSE NY | 635 | $53.3M | $5.4M |
| 7 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $3.9M |
| 8 | MUSTANG MACHINERY COMPANY, LLC. MUSTANG EMPLOYEES' 401(K) PLAN | HOUSTON TX | 1,425 | $91.1M | $3.6M |
| 9 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $3.2M |
| 10 | DGA SECURITY SYSTEMS, INC. DGA SECURITY SYSTEMS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 216 | $22.0M | $3.2M |
