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 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $14.3M |
| 2 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $4.8M |
| 3 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $4.7M |
| 4 |
| MORRISON MAHONEY LLP MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN |
BOSTON MA |
| 228 |
| $92.8M |
| $4.4M |
| 5 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $3.6M |
| 6 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $1.7M |
| 7 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $1.2M |
| 8 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $980K |
| 9 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $892K |
| 10 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $448K |
