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 | COPELAND, LP COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN | ST. LOUIS MO | 4,162 | $570.2M | $63.8M |
| 2 | SLALOM, INC. SLALOM 401(K) PLAN | SEATTLE WA | 8,341 | $1.6B | $47.0M |
| 3 | SANTA YNEZ BAND OF CHUMASH INDIANS SANTA YNEZ BAND OF CHUMASH INDIANS 401(K) PLAN | SANTA YNEZ CA | 2,416 | $144.4M | $4.4M |
| 4 |
| ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST |
LOUISVILLE KY |
| 715 |
| $117.9M |
| $2.1M |
| 5 | SOFI TECHNOLOGIES SOCIAL FINANCE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,688 | $192.9M | $1.9M |
| 6 | ALTI GLOBAL HOLDINGS, LLC ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 236 | $52.0M | $1.4M |
| 7 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $1.4M |
| 8 | TRUE WORLD HOLDINGS LLC TRUE WORLD HOLDINGS 401(K) PLAN | ROCKLEIGH NJ | 1,019 | $55.9M | $1.3M |
| 9 | LOS ANGELES FEDERAL CREDIT UNION LOS ANGELES FEDERAL CREDIT UNION PROFIT/SHARING 401(K) PLAN | GLENDALE CA | 182 | $41.3M | $1.3M |
| 10 | TANNER LLC TANNER LLC RETIREMENT PLAN | SALT LAKE CITY UT | 234 | $31.2M | $801K |
