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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $19.3M |
| 2 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $13.2M |
| 3 | ALIGNMENT HEALTHCARE USA, LLC ALIGNMENT HEALTHCARE USA, LLC 401(K) PLAN | ORANGE CA | 1,318 | $59.8M | $8.4M |
| 4 |
| BEST EGG SERVICES, LLCF/K/A MA BEST EGG 401(K) PLAN |
WILMINGTON DE |
| 506 |
| $52.3M |
| $8.2M |
| 5 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN | EAST PROVIDENCE RI | 625 | $138.1M | $8.1M |
| 6 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $7.8M |
| 7 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $7.5M |
| 8 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $7.5M |
| 9 | DOKA USA, LTD. DOKA USA, LTD. 401(K) PLAN | KENILWORTH NJ | 534 | $42.8M | $7.4M |
| 10 | THE LOCKWOOD GROUP, LLC THE LOCKWOOD GROUP, LLC 401K PROFIT SHARING PLAN & TRUST | STAMFORD CT | 351 | $45.0M | $7.4M |
