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 | H&E EQUIPMENT SERVICES, INC. H&E EQUIPMENT SERVICES, INC. 401K PROFIT SHARING | BATON ROUGE LA | 2,870 | $179.3M | $18.1M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $14.5M |
| 3 | DUBOIS CHEMICALS, INC. DUBOIS CHEMICALS, INC. RETIREMENT SAVINGS PLAN | SHARONVILLE OH | 894 | $107.1M | $12.2M |
| 4 |
| MOMENTIVE PERFORMANCE MATERIALS MOMENTIVE TECHNOLOGIES SAVINGS PLAN |
STRONGSVILLE OH |
| 514 |
| $100.9M |
| $8.6M |
| 5 | KATZEN MEDICAL ASSOCIATES, P.C. ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN | DALLAS TX | 1,616 | $81.4M | $8.3M |
| 6 | AMERICAN STUDENT ASSISTANCE D/B/A AMERICAN STUDENT ASSISTANCE AMERICAN STUDENT ASSISTANCE 403 (B) RETIREMENT PLAN | BOSTON MA | 79 | $38.2M | $7.6M |
| 7 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $7.4M |
| 8 | RESOLUTION LIFE SERVICES US INC. RESOLUTION LIFE SERVICES (US) 401(K) PLAN | WEST CHESTER PA | 517 | $77.6M | $6.3M |
| 9 | COGNOSANTE, LLC COGNOSANTE LLC 401(K) PLAN | LOMBARD IL | 946 | $89.1M | $6.3M |
| 10 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $6.2M |
