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 |