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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $13.1M |
| 2 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $5.6M |
| 3 | TRADEWEB MARKETS LLC TRADEWEB MARKETS LLC 401(K) PLAN | NEW YORK NY | 1,016 | $331.9M | $4.2M |
| 4 |
| FRED ALGER & COMPANY, LLC FRED ALGER & COMPANY, LLC 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 162 |
| $108.0M |
| $3.7M |
| 5 | BASS, BERRY & SIMS BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN | NASHVILLE TN | 528 | $355.4M | $3.6M |
| 6 | 9 DOT EDUCATION SOLUTIONS, LLC 9DOT 401(K) PLAN | PASADENA CA | 2,009 | $101.7M | $3.2M |
| 7 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $2.9M |
| 8 | ED MITCHELL, INC. MITCHELLS EMPLOYEE SAVINGS & RETIREMENT PLAN | WESTPORT CT | 358 | $77.0M | $2.1M |
| 9 | DANFOSS POWER SOLUTIONS US COMPANY DANFOSS USA SAVINGS PLAN | AMES IA | 3,063 | $564.0M | $1.9M |
| 10 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $1.1M |
