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 | EXP U.S. SERVICES, INC. EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN | CHICAGO IL | 1,132 | $230.7M | $4.0M |
| 2 | THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC. HENRY M. JACKSON FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 2,718 | $616.3M | $3.4M |
| 3 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 |
| $191.9M |
| $2.9M |
| 4 | INTERNATIONAL IMAGING MATERIALS, INC. INTERNATIONAL IMAGING MATERIALS, INC. RETIREMENT AND INVESTMENT PLAN | AMHERST NY | 340 | $65.0M | $2.9M |
| 5 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $1.5M |
| 6 | EVERBRIDGE, INC. EVERBRIDGE, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 680 | $92.5M | $1.4M |
| 7 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $1.3M |
| 8 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $1.0M |
| 9 | DART CONTAINER SALES COMPANY, LLC DART CONTAINER SALES COMPANY, LLC EMPLOYEE PROFIT SHARING PLAN | FT. LAUDERDALE FL | 183 | $94.1M | $974K |
| 10 | PROGRESSIVE PHYSICIAN ASSOCIATES, INC. PROGRESSIVE PHYSICIAN ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BETHLEHEM PA | 135 | $103.8M | $741K |
