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 | PHOENIX CHILDREN'S HOSPITAL PHOENIX CHILDREN'S HOSPITAL SECTION 401(K) INVESTMENT PLAN | PHOENIX AZ | 8,058 | $691.1M | $64.5M |
| 2 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $9.1M |
| 3 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION RETIREMENT PLAN | NEW YORK NY | 185 | $71.2M |
| $4.9M |
| 4 | THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH THE MICHAEL J. FOX FOUNDATION FOR PARKINSON'S RESEARCH 401(K) PLAN | NEW YORK NY | 284 | $37.4M | $4.8M |
| 5 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION SAVINGS PLAN | NEW YORK NY | 185 | $27.1M | $3.2M |
| 6 | MILWAUKEE BUCKS, LLC MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 365 | $29.1M | $3.2M |
| 7 | HOUSTON MUSEUM OF NATURAL SCIENCE HOUSTON MUSEUM OF NATURAL SCIENCE EMPLOYEES 401(K) PLAN | HOUSTON TX | 379 | $23.8M | $2.3M |
| 8 | TBHC DELIVERS, LLC TBHC DELIVERS, LLC RETIREMENT PLAN | NASHVILLE TN | 246 | $15.3M | $1.9M |
| 9 | NEWPORT GROUP, INC. ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION | FOLSOM CA | 486 | $14.8M | $1.5M |
| 10 | DEDICATED SYSTEMS SUPPORT, INC. DEDICATED SYSTEMS SUPPORT, INC. 401(K) PLAN | IRVING TX | 418 | $11.0M | $716K |
