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 | GREYSTAR MANAGEMENT SERVICES, LLC. GREYSTAR 401(K) PLAN | IRVING TX | 20,689 | $757.4M | $5.3M |
| 2 | INOAC USA, INC. INOAC USA 401(K) SAVINGS PLAN | BARDSTOWN KY | 1,145 | $89.2M | $1.5M |
| 3 | AET INC. LIMITED AET INC. LIMITED 401(K) SAVINGS PLAN | HOUSTON TX | 171 | $33.3M | $634K |
| 4 |
GRAND RAPIDS MI |
| 91 |
| $2.4M |
| $116K |
| 5 | CARITAS MANAGEMENT CORP. CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 198 | $4.2M | $60K |
| 6 | SAFARI CIRCUITS, LLC SAFARI CIRCUITS, LLC 401(K) PLAN | OTSEGO MI | 161 | $8.5M | $54K |
| 7 | HUGHES ANDERSON HEAT EXCHANGERS, INC. HUGHES ANDERSON SAVINGS & PS PLAN | TULSA OK | 119 | $15.9M | $54K |
| 8 | GIFFIN, INC. GIFFIN, INC. 401(K) SALARY REDUCTION PLAN & TRUST | AUBURN HILLS MI | 108 | $20.9M | $52K |
| 9 | LOCKWOOD PARTNERS, LLC LOCKWOOD PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 42 | $6.0M | $16K |
| 10 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $12K |
