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 | REFINITIV US LLC LSEGH, INC. 401(K) PLAN | NEW YORK NY | 2,332 | $1.1B | $75.4M |
| 2 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $4.6M |
| 3 | PENTEGRA SERVICES, INC THE 401(K) PLAN | WHITE PLAINS NY | 9,164 | $192.1M | $2.3M |
| 4 |
NEWTON MA |
| 182 |
| $52.4M |
| $2.3M |
| 5 | FISHER & PAYKEL HOLDINGS, INC. FISHER & PAYKEL HOLDINGS, INC. 401(K) PLAN | IRVINE CA | 326 | $45.4M | $1.8M |
| 6 | QSI, INC. QSI, INC. 401(K) PROFIT SHARING PLAN | BARDSTOWN KY | 913 | $28.0M | $1.5M |
| 7 | ORTHOPEDICS RHODE ISLAND, INC. ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN | WARWICK RI | 462 | $37.9M | $1.2M |
| 8 | MERCHANTS AUTOMOTIVE GROUP, LLC MERCHANTS AUTOMOTIVE GROUP, LLC 401(K) PLAN | HOOKSETT NH | 567 | $65.9M | $936K |
| 9 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | CARMEL CA | 181 | $8.4M | $912K |
| 10 | CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS PR | 195 | $7.7M | $867K |
