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 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $2.6M |
| 2 | FAIRWAY CHEVROLET CO. FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 222 | $25.7M | $1.5M |
| 3 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $405K |
| 4 |
| STONE INDUSTRIES, INC. STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN |
HALEDON NJ |
| 153 |
| $25.4M |
| $151K |
| 5 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $138K |
| 6 | CLASSIC WIRE CUT COMPANY INC CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | VALENCIA CA | 126 | $17.9M | $125K |
| 7 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 358 | $87.7M | $122K |
| 8 | MONTEREY MUSHROOMS, LLC MONTEREY MUSHROOMS 401(K) PLAN | DALLAS TX | 840 | $35.5M | $111K |
| 9 | SOUND PUBLISHING, INC. SOUND PUBLISHING, INC. 401(K) PLAN AND TRUST | EVERETT WA | 171 | $12.0M | $99K |
| 10 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $72K |
