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 | ARES MANAGEMENT LLC ARES RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 2,003 | $518.6M | $13.6M |
| 2 | MICROCHIP TECHNOLOGY INCORPORATED MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN | CHANDLER AZ | 6,662 | $1.6B | $11.1M |
| 3 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $1.9M |
| 4 |
| MBO PARTNERS MBO ASSOCIATE 401(K) PLAN |
ASHBURN VA |
| 0 |
| $82.0M |
| $1.7M |
| 5 | MBO PROFESSIONAL SERVICES INC. MBO PROFESSIONAL SERVICES INC. 401(K) PLAN | ASHBURN VA | 3,154 | $52.5M | $1.3M |
| 6 | IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. RETIREMENT PLAN | NEW ORLEANS LA | 99 | $41.7M | $486K |
| 7 | NEWPOINT HOLDINGS JV LLC NEWPOINT HOLDINGS JV LLC 401K PLAN | PLANO TX | 237 | $26.3M | $422K |
| 8 | ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. ASSOCIATION OF CERTIFIED FRAUD EXAMINERS, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 104 | $24.7M | $410K |
| 9 | B.E.A.T., LLC B.E.A.T., LLC 401(K) PLAN | SAN ANTONIO TX | 293 | $11.4M | $348K |
| 10 | VOLUSION, LLC VOLUSION, LLC RETIREMENT TRUST | AUSTIN TX | 55 | $9.8M | $310K |
