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 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $3.4M |
| 2 | TOYODA GOSEI NORTH AMERICA CORP. TOYODA GOSEI 401(K) PLAN | TROY MI | 4,336 | $371.1M | $1.8M |
| 3 | CENTERS FOR DIALYSIS CARE, INC. CENTERS FOR DIALYSIS CARE, INC. RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 383 | $27.2M | $1.5M |
| 4 |
| OMNI WORKSPACE COMPANY LLC OMNI WORKSPACE COMPANY LLC 401(K) PLAN |
MINNEAPOLIS MN |
| 477 |
| $55.5M |
| $1.3M |
| 5 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $1.3M |
| 6 | MCKENZIE SPORTS PRODUCTS, LLC MCKENZIE SPORTS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRU | SALISBURY NC | 369 | $19.1M | $1.2M |
| 7 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $944K |
| 8 | MIDCAP FINANCIAL SERVICES, LLC MIDCAP FINANCIAL SERVICES, LLC 401(K) PLAN | BETHESDA MD | 308 | $64.2M | $928K |
| 9 | QUEST GLOBAL SERVICES N.A., INC. QUEST GLOBAL 401(K) PLAN | WINDSOR CT | 2,023 | $90.3M | $885K |
| 10 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $874K |
