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 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $15.9M |
| 2 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $15.5M |
| 3 | BAZAARVOICE, INC. BAZAARVOICE 401(K) PLAN | AUSTIN TX | 866 | $98.6M | $9.3M |
| 4 |
| KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 556 |
| $442.3M |
| $9.2M |
| 5 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $8.3M |
| 6 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 714 | $454.6M | $7.8M |
| 7 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $7.4M |
| 8 | MUSTANG MACHINERY COMPANY, LLC. MUSTANG EMPLOYEES' 401(K) PLAN | HOUSTON TX | 1,425 | $91.1M | $4.5M |
| 9 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $4.4M |
| 10 | BEACON CAPITAL PARTNERS, LLC BEACON CAPITAL PARTNERS, LLC 401(K) PLAN | BOSTON MA | 119 | $71.8M | $3.1M |
