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 | THE COOPER COMPANIES, INC. THE COOPER COMPANIES, INC. 401(K) SAVINGS PLAN | SAN RAMON CA | 4,166 | $487.6M | $10.8M |
| 2 | SMART & FINAL LLC SMART & FINAL 401(K) SAVINGS PLAN | CITY OF COMMERCE CA | 9,837 | $386.5M | $9.2M |
| 3 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $8.2M |
| 4 |
| PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 1,060 |
| $121.0M |
| $1.4M |
| 5 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST | HOUSTON TX | 165 | $50.3M | $617K |
| 6 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $287K |
| 7 | SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC | PEACHTREE CITY GA | 237 | $28.8M | $166K |
| 8 | THRIVE COMMUNITIES MANAGEMENT, LLC THRIVE COMMUNITIES 401(K) PLAN | SEATTLE WA | 780 | $20.0M | $144K |
| 9 | YUBICO INC. YUBICO INC. 401(K) PLAN | SANTA CLARA CA | 307 | $32.1M | $99K |
