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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $55.2M |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION MASTER TRUST | INDIANAPOLIS IN | — | $549.4M | $9.5M |
| 3 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 1,773 | $395.8M | $6.8M |
| 4 |
| ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,718 |
| $163.7M |
| $2.7M |
| 5 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN | FOLSOM CA | 1,627 | $222.5M | $1.8M |
| 6 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $184K |
| 7 | RAPTOR TECHNOLOGIES, LLC RAPTOR 401(K) PLAN | HOUSTON TX | 270 | $13.1M | $59K |
