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 | KONICA MINOLTA HEALTHCARE AMERICAS, INC. KONICA MINOLTA HEALTHCARE AMERICAS, INC. 401(K) SAVINGS PLAN | WAYNE NJ | 304 | $67.4M | $6.4M |
| 2 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.3M |
| 3 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $1.1M |
| 4 |
| WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN |
NEW YORK NY |
| 137 |
| $32.2M |
| $920K |
| 5 | ASPEN MEDICAL PRODUCTS, INC. ASPEN MEDICAL PRODUCTS, INC. 401(K) PLAN | IRVINE CA | 136 | $22.4M | $841K |
| 6 | EXAGEN INC. EXAGEN INC. 401(K) PLAN | VISTA CA | 216 | $14.3M | $627K |
| 7 | AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 563 | $41.6M | $601K |
| 8 | SAFETY MANAGEMENT GROUP, LLC SAFETY MANAGEMENT GROUP, LLC 401(K) PLAN | INDIANAPOLIS IN | 255 | $24.3M | $551K |
| 9 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $549K |
| 10 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $522K |
