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 | ESSENTIAL UTILITIES, INC. ESSENTIAL UTILITIES, INC. 401(K) PLAN | BRYN MAWR PA | 3,448 | $623.8M | $6.2M |
| 2 | ERAMET MARIETTA, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. | MARIETTA OH | 206 | $34.4M | $249K |
| 3 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION RETIREMENT PLAN | WASHINGTON DC | 326 | $38.1M | $128K |
| 4 |
| ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN |
NEW YORK NY |
| 451 |
| $117.9M |
| $109K |
| 5 | MARQUETTE MANAGEMENT, INC. MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN | NAPERVILLE IL | 255 | $14.2M | $90K |
| 6 | THE CHRONICLE OF HIGHER EDUCATION THE CHRONICLE OF HIGHER EDUCATION PROFIT SHARING PLAN | WASHINGTON DC | 150 | $99.7M | $81K |
| 7 | THE HERITAGE FOUNDATION THE HERITAGE FOUNDATION 403(B) PLAN | WASHINGTON DC | 298 | $36.3M | $41K |
| 8 | DENTAL HEALTH ASSOCIATES OF MADISON, LTD. DENTAL HEALTH ASSOCIATES OF MADISON, LTD. 401(K) PROFIT SHARING PLAN | FITCHBURG WI | 284 | $67.4M | $23K |
