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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $18.1M |
| 2 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 401(A) EMPLOYER CONTRIBUTION PLAN | BATON ROUGE LA | 2,567 | $142.7M | $5.3M |
| 3 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $4.8M |
| 4 |
| PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 1,365 |
| $165.4M |
| $3.3M |
| 5 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $2.7M |
| 6 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LEE COUNTY ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | NORTH FORT MYERS FL | 393 | $55.9M | $2.6M |
| 7 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $2.2M |
| 8 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $1.5M |
| 9 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LCEC 401(K) PLAN | NORTH FORT MYERS FL | 461 | $67.6M | $1.3M |
| 10 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $923K |
