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 | MOODYS CORPORATION PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION | NEW YORK NY | 5,221 | $2.1B | $57.9M |
| 2 | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | MIDDLETON WI | 1,782 | $1.4B | $45.7M |
| 3 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 |
| $1.2B |
| $36.9M |
| 4 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $27.2M |
| 5 | DELTA DENTAL OF CALIFORNIA DELTA DENTAL OF CALIFORNIA 401(K) PLAN | SAN FRANCISCO CA | 3,253 | $723.2M | $24.3M |
