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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $41.7M |
| 2 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN | OMAHA NE | 6,050 | $1.0B | $8.8M |
| 3 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $4.3M |
| 4 |
| CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN |
MAITLAND FL |
| 498 |
| $39.1M |
| $2.1M |
| 5 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $1.9M |
| 6 | HENLEY ENTERPRISES, INC. HENLEY COMPANIES 401(K) SAVINGS PLAN | NEWTON HIGHLANDS MA | 3,062 | $53.8M | $1.8M |
| 7 | NORTH BEND MEDICAL CENTER, INC. NORTH BEND MEDICAL CENTER 401(K) PLAN | COOS BAY OR | 314 | $74.4M | $1.8M |
| 8 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $1.4M |
| 9 | MUTUAL OF OMAHA INSURANCE COMPANY MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN | OMAHA NE | 305 | $515.9M | $1.4M |
| 10 | WISCONSIN PLASTICS, INC WISCONSIN PLASTICS, INC RETIREMENT SAVINGS PLAN | GREEN BAY WI | 153 | $9.8M | $486K |
