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 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $1.1M |
| 2 | PRE-PAID LEGAL SERVICES, INC. PPLSI 401(K) PLAN | ADA OK | 593 | $46.0M | $839K |
| 3 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN | CANTON OH | 109 | $34.8M | $596K |
| 4 |
| JONTI-CRAFT, INC. JONTI-CRAFT, INC. 401(K) RETIREMENT SAVINGS PLAN |
WABASSO MN |
| 163 |
| $9.8M |
| $238K |
| 5 | WIGINTON CORPORATION WIGINTON CORPORATION 401(K) RETIREMENT PLAN | SANFORD FL | 514 | $37.2M | $194K |
| 6 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $128K |
| 7 | EVANS BANK, N.A. EVANS BANK, N.A. EMPLOYEES SAVINGS PLAN | WILLIAMSVILLE NY | 266 | $38.3M | $97K |
| 8 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $94K |
| 9 | CATALINA ISLAND COMPANY SANTA CATALINA ISLAND SAVINGS PLAN | AVALON CA | 300 | $27.3M | $43K |
| 10 | WASHINGTON HEALTH SYSTEM GREENE WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 124 | $3.2M | $14K |
