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 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $23.9M |
| 2 | CHARTER NEXT GENERATION, INC. CHARTER NEXT GENERATION, INC. 401(K) PLAN | CHICAGO IL | 2,385 | $137.7M | $9.7M |
| 3 | DEEL, INC. DEEL 401(K) PLAN | SAN FRANCISCO CA | 3,489 | $51.5M | $7.2M |
| 4 |
| ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN |
MOUNT VERNON OH |
| 1,693 |
| $390.8M |
| $5.9M |
| 5 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $3.6M |