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 | EXEL INC. SUPPLY CHAIN RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 35,590 | $1.2B | $13.0M |
| 2 | LIFETIME BRANDS, INC. LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN | GARDEN CITY NY | 807 | $93.3M | $5.1M |
| 3 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON MA | 1,702 | $372.5M | $4.6M |
| 4 |
| SHORENSTEIN REALTY SERVICES, L.P. THE SHORENSTEIN 401(K) TAX SHELTERED SAVINGS PLAN |
SAN FRANCISCO CA |
| 217 |
| $134.8M |
| $4.0M |
| 5 | THE CONNECTICUT WATER COMPANY SAVINGS PLAN OF THE CONNECTICUT WATER COMPANY | CLINTON CT | 319 | $61.9M | $2.6M |
| 6 | REFRESCO BEVERAGES US INC. THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | TAMPA FL | 4,590 | $216.8M | $2.3M |
| 7 | OPENDOOR LABS INC. OPENDOOR LABS INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 1,130 | $67.5M | $961K |
| 8 | AMYRIS, INC. AMYRIS, INC. 401(K) PLAN | EMERYVILLE CA | 247 | $98.6M | $675K |
| 9 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $555K |
| 10 | MDW ASSOCIATES, LLC MDW ASSOCIATES 401(K) PLAN | TYSONS VA | 228 | $18.8M | $469K |
