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 PETERSON COMPANIES THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN | FAIRFAX VA | 181 | $62.0M | $2.1M |
| 2 | FUND FOR THE PUBLIC INTEREST, INC. PUBLIC INTEREST RESEARCH GROUP 401(K) PLAN | BOSTON MA | 179 | $37.8M | $411K |
| 3 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M |
| $103K |
