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 | CENCORA, INC. CENCORA EMPLOYEE INVESTMENT PLAN | CONSHOHOCKEN PA | 16,073 | $2.1B | $48.1M |
| 2 | ZACHRY HOLDINGS, INC. ZHI 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 13,422 | $1.0B | $15.4M |
| 3 | CORELOGIC, INC. CORELOGIC, INC. 401(K) SAVINGS PLAN | IRVINE CA | 3,955 | $779.0M | $10.2M |
| 4 |
NEW ORLEANS LA |
| 727 |
| $294.9M |
| $9.9M |
| 5 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $2.7M |
| 6 | HOMESERVE USA CORPORATION HOMESERVE 401(K) PLAN | NORWALK CT | 1,185 | $97.4M | $1.6M |
| 7 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.2M |
| 8 | C. MONDAVI & FAMILY C. MONDAVI & FAMILY 401(K) RETIREMENT PLAN | ST. HELENA CA | 88 | $16.3M | $959K |
| 9 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $901K |
| 10 | VERNIER SOFTWARE & TECHNOLOGY, INC. VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLAN | BEAVERTON OR | 112 | $43.0M | $482K |
