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 | BKF ENGINEERS BKF ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 405 | $149.8M | $4.2M |
| 2 | ST. CROIX REGIONAL MEDICAL CENTER, INC. ST. CROIX REGIONAL MEDICAL CENTER 403(B) PLAN | ST CROIX FLS WI | 679 | $83.5M | $3.7M |
| 3 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $2.2M |
| 4 |
| M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST |
NORTHBROOK IL |
| 244 |
| $68.3M |
| $2.1M |
| 5 | THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON CA | 623 | $135.7M | $2.1M |
| 6 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $2.1M |
| 7 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $1.5M |
| 8 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $1.5M |
| 9 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $1.4M |
| 10 | ONE WORKPLACE L. FERRARI, LLC ONE WORKPLACE L. FERRARI 401(K) PLAN | SANTA CLARA CA | 866 | $100.1M | $1.2M |
