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 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $27.0M |
| 2 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $18.4M |
| 3 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $18.3M |
| 4 |
| ONE SOURCE EQUIPMENT RENTALS, INC. ONE SOURCE EQUIPMENT RENTALS EMPLOYEE STOCK OWNERSHIP PLAN |
PLAINFIELD IL |
| 0 |
| $17.8M |
| $17.7M |
| 5 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $9.8M |
| 6 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE RETIREMENT INCOME PLAN | WASHINGTON DC | 180 | $84.5M | $4.1M |
| 7 | KESSLERS DIAMOND CENTER, INC. KESSLERS DIAMOND CENTER INC. EMPLOYEE STOCK OWNERSHIP PLAN | GERMANTOWN WI | 131 | $23.6M | $3.6M |
| 8 | WISCONSIN ALUMNI RESEARCH FOUNDATION WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN | MADISON WI | 61 | $48.5M | $3.5M |
| 9 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $3.0M |
| 10 | BEND MEMORIAL CLINIC, P.C. BEND MEMORIAL CLINIC, P.C. 401(K) RETIREMENT PLAN | BEND OR | 183 | $61.9M | $2.9M |
