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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $4.5M |
| 2 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $3.7M |
| 3 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $3.0M |
| 4 |
| RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN |
WESTCHESTER IL |
| 5,465 |
| $324.5M |
| $1.4M |
| 5 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $1.0M |
| 6 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $1.0M |
| 7 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $543K |
| 8 | ASCEND LEARNING LLC ASCEND LEARNING LLC 401(K) PLAN | LEAWOOD KS | 1,669 | $183.9M | $476K |
| 9 | MNTN DIGITAL, INC. MNTN 401(K) PROFIT SHARING PLAN & TRUST | AUSTIN TX | 500 | $30.5M | $284K |
| 10 | ARK SYSTEMS, INC. ARK SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | COLUMBIA MD | 122 | $12.9M | $233K |
