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 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $30.5M |
| 2 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $29.9M |
| 3 | PEARL MEYER & PARTNERS, LLC PEARL MEYER 401(K) PLAN | WELLESLEY HILLS MA | 148 | $50.0M | $4.8M |
| 4 |
| CONTENTFUL INC CONTENTFUL 401(K) PLAN |
DENVER CO |
| 352 |
| $22.6M |
| $1.7M |
| 5 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.6M |
| 6 | ADAMS AND REESE LLP ADAMS AND REESE LLP GROUP PENSION PLAN III | NEW ORLEANS LA | 131 | $17.9M | $786K |
| 7 | MERIDIAN SERVICES GROUP, LLC MERIDIAN SERVICES GROUP, LLC 401(K) PLAN | GREENSBORO GA | 167 | $8.0M | $579K |
| 8 | FINANCIAL DESIGNS, INC. FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOVI MI | 192 | $7.3M | $505K |
| 9 | EQUALITY HEALTH, LLC EQUALITY HEALTH, LLC 401(K) PLAN | PHOENIX AZ | 230 | $18.0M | $124K |
