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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $79.0M |
| 2 | UB GREENSFELDER LLP UB GREENSFELDER LLP RETIREMENT/401(K) PLAN | CLEVELAND OH | 292 | $191.4M | $29.0M |
| 3 | KARSTEN MANUFACTURING CORPORATION KARSTEN MANUFACTURING CORPORATION AND SUBSIDIARIES 401(K) PLAN | PHOENIX AZ | 1,109 | $291.6M | $21.2M |
| 4 | PERRY ELLIS SHARED SERVICES LLC PERRY ELLIS SHARED SERVICES LLC 401(K) PLAN | MIAMI FL | 1,365 | $98.0M | $17.7M |
| 5 | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP SWBMG 401(K) PLAN | SAN FRANCISCO CA | 221 | $149.2M | $16.8M |
| 6 | HAVERTY FURNITURE COMPANIES, INC. HAVERTY FURNITURE COMPANIES, INC. THRIFT PLAN | ATLANTA GA | 2,115 | $194.1M | $11.1M |
| 7 | VERUS ADVISORY, INC. VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN | SEATTLE WA | 94 | $37.1M | $1.1M |
| 8 | HOEFER WELKER, LLC HOEFER WELKER, LLC 401(K) PLAN | KANSAS CITY MO | 158 | $16.7M | $724K |
| 9 | SUMMIT ORTHOPEDICS, LTD. SUMMIT ORTHOPEDICS, LTD. 401(K) PROFIT SHARING PLAN | WOODBURY MN | 1,176 | $153.3M | $509K |
