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 | MARSHALL WACE NORTH AMERICA, LP MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST | NEW YORK NY | 191 | $56.0M | $13.3M |
| 2 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $2.3M |
| 3 | FRANKLIN MOUNTAIN MANAGEMENT, LLC FRANKLIN MOUNTAIN MANAGEMENT, LLC 401(K) PLAN | EL PASO TX | 647 | $15.7M |
| $1.0M |
| 4 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $932K |
| 5 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $702K |
| 6 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $507K |
| 7 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $428K |
