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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $12.4M |
| 2 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $7.5M |
| 3 | HARTUNG BROTHERS, INC. EMPLOYEES RETIREMENT READINESS - 401(K) SAVINGS PLAN | MADISON WI | 146 | $47.7M | $3.1M |
| 4 |
| SCHUTZ CONTAINER SYSTEMS, INC. SCHUTZ CONTAINER SYSTEMS, INC. EMPLOYEE'S 401(K) RETIREMENT PLAN |
NORTH BRANCH NJ |
| 824 |
| $40.8M |
| $2.5M |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $850K |
| 6 | KNIGHTS OF COLUMBUS THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS | NEW HAVEN CT | 686 | $156.0M | $734K |
| 7 | ENVIRONAMICS, INC. ENVIRONAMICS, INC. 401(K) SAFE HARBOR PLAN | CHARLOTTE NC | 112 | $15.4M | $638K |
| 8 | BROWN STRAUSS, INC. BROWN STRAUSS, INC. 401(K) SAVINGS PLAN | AURORA CO | 207 | $30.2M | $628K |
| 9 | FORWARD FINANCING LLC FORWARD FINANCING LLC RETIREMENT PLAN | BOSTON MA | 202 | $18.3M | $291K |
| 10 | CHICAGO WHITE SOX CHICAGO WHITE SOX EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 405 | $35.1M | $288K |
