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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $58.3M |
| 2 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $18.7M |
| 3 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $14.8M |
| 4 | VIRGINIA UROLOGY CENTER, P.C. VIRGINIA UROLOGY CENTER, P.C. PROFIT SHARING PLAN | RICHMOND VA | 392 | $99.0M | $14.5M |
| 5 | WACKER CHEMICAL CORP. WACKER SAVINGS PLAN | ANN ARBOR MI | 1,585 | $231.3M | $13.7M |
| 6 | CITADEL ENTERPRISE AMERICAS LLC CITADEL RETIREMENT SAVINGS PLAN | MIAMI FL | 3,912 | $1.2B | $13.3M |
| 7 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $13.0M |
| 8 | RS&H, INC. RS&H, INC. 401(K)PLAN | JACKSONVILLE FL | 1,702 | $296.4M | $11.8M |
| 9 | MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA OK | 1,851 | $215.7M | $11.1M |
| 10 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $10.6M |
