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 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 8,427 | $548.3M | $41.2M |
| 2 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $33.2M |
| 3 | GREENWOOD GENETIC CENTER, INC. 403(B) THRIFT PLAN FOR GREENWOOD GENETIC CENTER | GREENWOOD SC | 195 | $38.0M | $5.1M |
| 4 |
| STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN |
KINGSVILLE MO |
| 73 |
| $77.4M |
| $4.8M |
| 5 | HOMEBRIDGE FINANCIAL SERVICES HOMEBRIDGE FINANCIAL SERVICES 401(K) PLAN & TRUST | ISELIN NJ | 312 | $66.6M | $4.6M |
| 6 | WEAVER POPCORN MANUFACTURING, LLC. WEAVER EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 544 | $74.2M | $4.4M |
| 7 | CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON IA | 1,558 | $40.9M | $4.0M |
| 8 | ECHOPARK AUTOMOTIVE, INC. ECHOPARK AUTOMOTIVE, INC. 401(K) PLAN | CHARLOTTE NC | 1,509 | $41.4M | $3.4M |
| 9 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $3.2M |
| 10 | SONIC AUTOMOTIVE, INC. SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN | CHARLOTTE NC | 431 | $35.4M | $3.1M |
