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 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $59.2M |
| 2 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $20.4M |
| 3 | ADTRAN, INC ADTRAN, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 847 | $391.5M | $9.7M |
| 4 |
| CFA INSTITUTE CFA INSTITUTE 401(K) PLAN |
CHARLOTTESVILLE VA |
| 403 |
| $240.4M |
| $8.9M |
| 5 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $3.4M |
| 6 | OPUS IVS, INC. OPUS IVS 401(K) PROFIT SHARING PLAN | DEXTER MI | 278 | $18.6M | $2.2M |
| 7 | CACTUS WELLHEAD, LLC CACTUS WELLHEAD, LLC RETIREMENT PLAN | HOUSTON TX | 1,492 | $83.8M | $2.0M |
| 8 | INNOVIVA SPECIALTY THERAPEUTICS INC. IST RETIREMENT PLAN | WALTHAM MA | 117 | $34.6M | $886K |
| 9 | VDM METALS USA, LLC VDM METALS USA, LLC 401(K) RETIREMENT SAVINGS PLAN | FLORHAM PARK NJ | 235 | $30.8M | $597K |
| 10 | HEALTH FIRST, INC. HEALTH FIRST FROZEN 403(B) PLAN | MELBOURNE FL | 252 | $22.6M | $536K |
