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 MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $147.2M |
| 2 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $21.7M |
| 3 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $14.3M |
| 4 |
| 1ST FRANKLIN FINANCIAL CORPORATION 1ST FRANKLIN FINANCIAL 401(K) RETIREMENT PLAN |
TOCCOA GA |
| 1,651 |
| $111.7M |
| $8.3M |
| 5 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $6.0M |
| 6 | VONTOBEL ASSET MANAGEMENT, INC. VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 93 | $68.3M | $3.1M |
| 7 | REPUBLIC STEEL REPUBLIC STEEL 401(K) PLAN | CANTON OH | 25 | $28.0M | $2.7M |
