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 | AUDIOLOGY BENEFITS SERVICE, LLC AUDIOLOGY BENEFITS 401(K) PLAN | SOMERSET NJ | 3,104 | $216.3M | $6.6M |
| 2 | COOPER UNIVERSITY HOSPITAL CAPE REGIONAL CAPE REGIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CAPE MAY COURT HOUSE NJ | 1,093 | $108.6M | $2.9M |
| 3 | KEYSTONE HUMAN SERVICES KEYSTONE HUMAN SERVICES 401(K) RETIREMENT PLAN | HARRISBURG PA | 2,640 | $59.5M | $1.3M |
| 4 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $1.3M |
| 5 | HIGHLAND MANAGEMENT GROUP INC. HIGHLAND MANAGEMENT GROUP INC. 401(K) PLAN | EDINA MN | 160 | $10.9M | $1.1M |
| 6 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $910K |
| 7 | CAPE PHYSICIANS ASSOCIATES, PA CAPE PHYSICIANS ASSOCIATES 401(K) PLAN | CAPE MAY COURT HOUSE NJ | 225 | $19.1M | $431K |
| 8 | WILLIAM H. KOPKE, JR., INC. THE WILLIAM H. KOPKE, JR., INC. & RELATED COMPANIES RETIREMENT SAVINGS PLAN | PORT WASHINGTON NY | 259 | $8.0M | $148K |
| 9 | THE STELLAR HEALTH GROUP,INC. THE STELLAR HEALTH GROUP, INC. 401(K) | NEW YORK NY | 140 | $14.3M | $55K |
| 10 | VERANA HEALTH, INC. VERANA HEALTH 401(K) PLAN | SAN FRANCISCO CA | 154 | $9.9M | $33K |
