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 | CARTER-JONES COMPANIES, INC. CARTER-JONES COMPANIES 401(K) RETIREMENT PLAN | KENT OH | 3,953 | $167.4M | $15.2M |
| 2 | VICTORY CAPITAL MANAGEMENT, INC. VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | BROOKLYN OH | 456 | $188.9M | $6.0M |
| 3 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $496K |
| 4 |
| BRIGHT FUTURE ELECTRIC, LLC BRIGHT FUTURE ELECTRIC 401(K) PLAN |
BIRMINGHAM AL |
| 685 |
| $13.8M |
| $114K |
| 5 | ELEVATE CARE, INC. ELEVATE CARE, INC. 401(K) PLAN | SKOKIE IL | 1,725 | $8.1M | $64K |
| 6 | RED HAWK CASINO RED HAWK CASINO 401(K) PLAN | PLACERVILLE CA | 1,020 | $44.1M | $20K |
| 7 | NEWTON PEO, LLC NEWTON PEO RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 261 | $2.6M | $7K |
