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 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $15.1M |
| 2 | DAVID OPPENHEIMER AND COMPANY, LLC DAVID OPPENHEIMER AND COMPANY 401(K) PLAN | — | 173 | $50.9M | $8.6M |
| 3 | RKL LLP RKL LLP 401(K) PLAN | LANCASTER PA | 665 | $122.9M | $6.5M |
| 4 |
| AIR LEASE CORPORATION AIR LEASE CORPORATION 401(K) PLAN |
LOS ANGELES CA |
| 139 |
| $55.5M |
| $2.4M |
| 5 | SHIFTKEY, LLC SHIFTKEY, LLC 401(K) PLAN | IRVING TX | 458 | $27.5M | $1.3M |
| 6 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN | THE WOODLANDS TX | 666 | $21.8M | $1.2M |
| 7 | SPOTHERO, INC. SPOTHERO 401(K) PLAN | CHICAGO IL | 210 | $16.4M | $385K |
