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 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $877K |
| 2 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. NRI GROUP 401(K) PLAN | NEW YORK NY | 104 | $41.8M | $480K |
| 3 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $342K |
| 4 |
| MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN |
OREM UT |
| 366 |
| $9.5M |
| $301K |
| 5 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $238K |