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 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $656.7M |
| 2 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $52.6M |
| 3 | SOTERA HEALTH HOLDINGS, LLC 401(K) PLAN FOR SOTERA HEALTH | BROADVIEW HEIGHTS OH | 1,732 | $192.4M | $14.7M |
| 4 |
| LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN |
AUSTIN TX |
| 1,093 |
| $116.5M |
| $12.2M |
| 5 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,817 | $414.4M | $11.4M |
| 6 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $9.4M |
| 7 | WELLA OPERATIONS US LLC WELLA RETIREMENT SAVINGS PLAN | CALABASAS CA | 594 | $67.8M | $8.5M |
| 8 | NSMG SHARED SERVICES, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,365 | $80.5M | $6.4M |
| 9 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $6.3M |
| 10 | MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. MILLER, JOHNSON, SNELL & CUMMISKEY, P.L.C. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 192 | $95.6M | $6.3M |
