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 | EDGEWOOD PARTNERS INSURANCE CENTER EDGEWOOD PARTNERS INSURANCE CENTER SAVINGS INVESTMENT PLAN | NEW YORIK NY | 3,190 | $527.2M | $36.0M |
| 2 | BUCHANAN GROUP, INC. BUCHANAN GROUP, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 364 | $21.6M | $2.2M |
| 3 | ULTIMATE FITNESS HOLDINGS, LLC ORANGETHEORY FITNESS 401(K) RETIREMENT PLAN | BOCA RATON FL | 388 | $15.1M | $416K |
