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 | $8.6M |
| 2 | CHARTER NEXT GENERATION, INC. CHARTER NEXT GENERATION, INC. 401(K) PLAN | CHICAGO IL | 2,385 | $137.7M | $3.7M |
| 3 | WEALTH ENHANCEMENT GROUP, LLC WEALTH ENHANCEMENT GROUP 401(K) PLAN | PLYMOUTH MN | 1,581 | $198.6M | $3.2M |
| 4 |
| ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN |
MOUNT VERNON OH |
| 1,693 |
| $390.8M |
| $1.8M |
| 5 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $1.8M |
