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 | STEPAN COMPANY STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTHBROOK IL | 1,264 | $395.4M | $6.4M |
| 2 | THE ARENA GROUP HOLDINGS, INC. THE ARENA GROUP HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 213 | $63.8M | $3.0M |
| 3 | MILLER NASH LLP MILLER NASH LLP 401(K) PLAN | PORTLAND OR | 273 | $162.1M | $2.5M |
| 4 |
| AUDUBON ENGINEERING COMPANY, L.L.C. AUDUBON ENGINEERING COMPANY, L.L.C. EMPLOYEES SAVINGS TRUST |
METAIRIE LA |
| 1,252 |
| $111.3M |
| $2.5M |
| 5 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $1.8M |
| 6 | THE MCPHERSON COMPANIES, INC. THE MCPHERSON COMPANIES, INC. 401K RETIREMENT PLAN | TRUSSVILLE AL | 265 | $20.0M | $1.8M |
| 7 | CASTLE BIOSCIENCES, INC. CASTLE BIOSCIENCES, INC. 401(K) PROFIT SHARING PLAN | FRIENDSWOOD TX | 757 | $52.9M | $1.5M |
| 8 | KIMRAY, INC. KIMRAY, INC. 401K PROFIT SHARING PLAN | OKLAHOMA CITY OK | 654 | $100.1M | $1.2M |
| 9 | ORTHOARKANSAS, P.A. ORTHOARKANSAS, P.A. PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 312 | $61.1M | $1.1M |
| 10 | PUMA NORTH AMERICA, INC. PUMA NORTH AMERICA, INC. 401(K) PLAN | SOMERVILLE MA | 2,825 | $129.6M | $855K |
