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 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $11.2M |
| 2 | INSIGHTSOFTWARE, LLC INSIGHTSOFTWARE 401(K) PLAN | RALEIGH NC | 780 | $67.1M | $4.6M |
| 3 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $4.6M |
| 4 |
| KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN |
HARRISBURG PA |
| 1,757 |
| $88.5M |
| $3.5M |
| 5 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $3.0M |
| 6 | NATIONAL MACHINERY LLC NATIONAL MACHINERY LLC SAVINGS PLAN | TIFFIN OH | 409 | $64.3M | $2.6M |
| 7 | LAMPS PLUS INC LAMPS PLUS 401(K) PLAN | CHATSWORTH CA | 812 | $58.6M | $1.8M |
| 8 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $1.7M |
| 9 | TPC US PARENT, LLC TPC 401(K) PLAN | WARREN PA | 293 | $13.4M | $1.6M |
| 10 | HOOPER, LUNDY & BOOKMAN, P.C. HOOPER, LUNDY & BOOKMAN, INC. 401(K) PLAN | LOS ANGELES CA | 95 | $55.0M | $1.4M |
