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 | NEW BALANCE ATHLETICS, INC. NEW BALANCE ATHLETICS EMPLOYEE SAVINGS AND SECURITY PLAN | BOSTON MA | 4,704 | $492.8M | $6.8M |
| 2 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $3.9M |
| 3 | CHELSEA MILLING COMPANY CHELSEA MILLING COMPANY, CHELSEA MILLING DIVISION, DEFINED CONTRIBUTION PLAN | CHELSEA MI | 342 |
| $49.8M |
| $1.9M |
| 4 | AGE OF LEARNING, INC. AGE OF LEARNING 401(K) | GLENDALE CA | 319 | $41.9M | $1.9M |
| 5 | THE JOHN STEWART COMPANY THE JOHN STEWART COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,355 | $66.6M | $1.9M |