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 | FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS FISHER INVESTMENTS 401(K) PLAN | PLANO TX | 4,886 | $1.2B | $76.8M |
| 2 | BURKE CAPITAL VI, INC. REAL ESTATE COMMISSION RETIREMENT SAVINGS PLAN | ROCHESTER NY | 98,765 | $7.3M | $4.9M |
| 3 | PROACTIVE MD MANAGEMENT SERVICES, LLC PROACTIVE MD MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN AND TRUST | SIMPSONVILLE SC | 435 | $8.6M |
| $4.3M |
| 4 | AMERICAN INSTITUTE OF PHYSICS DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | COLLEGE PARK MD | 212 | $141.1M | $3.8M |
| 5 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $3.8M |
| 6 | CADDIS CAPITAL MANAGEMENT, INC. CADDIS CAPITAL MANAGEMENT 401(K) PLAN | DRAPER UT | 322 | $6.4M | $2.7M |
| 7 | BILL WHITTERS CONSTRUCTION, INC. BILL WHITTERS CONSTRUCTION, INC. 401(K) PLAN | SOLON IA | 153 | $6.2M | $2.7M |
| 8 | AMERICAN INSTITUTE OF PHYSICS THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN | COLLEGE PARK MD | 234 | $75.7M | $2.5M |
| 9 | SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY MA | 95 | $30.4M | $2.0M |
| 10 | COS BAR USA, INC. COS BAR USA, INC. 401(K) PLAN | SANFORD NC | 104 | $3.1M | $1.2M |
