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 | DAIICHI SANKYO, INC. DAIICHI SANKYO, INC. SAVINGS AND RETIREMENT PLAN | BASKING RIDGE NJ | 2,440 | $963.6M | $39.9M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $26.1M |
| 3 | SIMPSON GUMPERTZ & HEGER INC. SGH PROFIT SHARING & 401(K) PLAN AND TRUST | WALTHAM MA | 765 | $464.1M | $22.2M |
| 4 |
| KEMET ELECTRONICS CORPORATION YAGEO GROUP EMPLOYEES' SAVINGS PLAN |
FORT LAUDERDALE FL |
| 675 |
| $204.9M |
| $16.4M |
| 5 | J.E. DUNN CONSTRUCTION COMPANY DUNN 401(K) RETIREMENT PLAN | KANSAS CITY MO | 3,352 | $463.3M | $14.4M |
| 6 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $12.9M |
| 7 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $12.6M |
| 8 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $9.1M |
| 9 | A. DUDA & SONS, INC. A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN | OVIEDO FL | 1,144 | $128.7M | $7.0M |
| 10 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $4.7M |
