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 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $40.4M |
| 2 | THE FRIEDKIN GROUP, INC. FRIEDKIN SAVINGS AND INVESTMENT PLAN | HOUSTON TX | 2,702 | $411.0M | $33.6M |
| 3 | ARNOLD & PORTER KAYE SCHOLER LLP ARNOLD & PORTER CASH BALANCE PLAN AND TRUST | WASHINGTON DC | 338 | $208.9M | $33.6M |
| 4 |
| MAINLINE INFORMATION SYSTEMS LLC MAINLINE INFORMATION SYSTEMS 401(K) PLAN |
TALLAHASSEE FL |
| 449 |
| $123.7M |
| $16.4M |
| 5 | BALCHEM CORPORATION BALCHEM CORPORATION 401(K) PLAN | MIDDLETOWN NY | 1,021 | $141.8M | $15.4M |
| 6 | MATERIAL HOLDINGS LLC MATERIAL 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 830 | $135.2M | $14.7M |
| 7 | FINTHRIVE FINTHRIVE 401(K) PLAN | PLANO TX | 1,488 | $183.5M | $10.4M |
| 8 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $9.3M |
| 9 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $9.0M |
| 10 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $8.7M |
