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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $24.6M |
| 2 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $16.7M |
| 3 | BETANXT, INC. BETANXT, INC. 401(K) PLAN | NEW YORK NY | 689 | $72.9M | $15.3M |
| 4 |
CHARLOTTE NC |
| 2,135 |
| $193.7M |
| $12.9M |
| 5 | MEMBERS 1ST FEDERAL CREDIT UNION MEMBERS 1ST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | ENOLA PA | 1,259 | $156.2M | $12.8M |
| 6 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $11.6M |
| 7 | ASCENT GLOBAL LOGISTICS, INC. ASCENT GLOBAL LOGISTICS, INC. 401(K) PLAN | MILWAUKEE WI | 1,010 | $73.3M | $10.7M |
| 8 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN | ROSEMONT IL | 197 | $51.0M | $8.0M |
| 9 | PERMASTEELISA NORTH AMERICA CORP. PERMASTEELISA NORTH AMERICA CORP. 401(K) PLAN | MENDOTA HEIGHTS MN | 158 | $52.3M | $6.9M |
| 10 | FOLEY INDUSTRIES, INC. FOLEY SAVINGS PLAN | WICHITA KS | 1,394 | $128.4M | $6.2M |
