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 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN | PROVIDENCE RI | 1,010 | $393.5M | $5.0M |
| 2 | BERKADIA COMMERCIAL MORTGAGE LLC BERKADIA 401(K) RETIREMENT PLAN | AMBLER PA | 1,461 | $334.3M | $3.3M |
| 3 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $2.4M |
| 4 |
| LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN |
BOSTON MA |
| 683 |
| $190.2M |
| $1.8M |
| 5 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $1.3M |
| 6 | OMNIA PARTNERS, LLC OMNIA PARTNERS 401(K) PLAN | FRANKLIN TN | 351 | $36.8M | $1.3M |
| 7 | PEBBLE BEACH COMPANY PEBBLE BEACH COMPANY 401(K) PLAN | PEBBLE BEACH CA | 1,970 | $143.7M | $1.2M |
| 8 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $1.2M |
| 9 | GETTYSBURG COLLEGE GETTYSBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | GETTYSBURG PA | 780 | $179.7M | $1.2M |
| 10 | SOCOTEC, INC. SOCOTEC, INC. PROFIT SHARING PLAN | NEW YORK NY | 474 | $82.7M | $1.0M |
