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 | UL LLC UL FINANCIAL SECURITY PLAN | NORTHBROOK IL | 5,568 | $2.0B | $12.0M |
| 2 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $7.3M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $3.7M |
| 4 |
BERWYN PA |
| 1,602 |
| $347.3M |
| $1.3M |
| 5 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $1.1M |
| 6 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $806K |
| 7 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $754K |
| 8 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $751K |
| 9 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $438K |
| 10 | KIERNAN TREBACH LLP KIERNAN TREBACH PROFIT SHARING PLAN AND TRUST | WASHINGTON DC | 185 | $47.4M | $409K |
