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 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $16.9M |
| 2 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $11.2M |
| 3 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $10.3M |
| 4 |
ALEXANDRIA VA |
| 2,261 |
| $43.5M |
| $4.7M |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $3.4M |
| 6 | P.G. CHAMBERS SCHOOL, INC. P.G. CHAMBERS SCHOOL 403(B) PLAN | CEDAR KNOLLS NJ | 210 | $20.5M | $786K |
| 7 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $600K |
| 8 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $481K |
| 9 | SUPERIOR INSURANCE PARTNERS, LLC SUPERIOR INSURANCE PARTNERS, LLC 401(K) PLAN | CHICAGO IL | 246 | $4.5M | $475K |
| 10 | PHOENIX TACO LLC PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST | MORGANTON NC | 659 | $4.1M | $462K |
