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 | RIVIAN, LLC RIVIAN, LLC 401(K) PLAN | IRVINE CA | 14,247 | $567.3M | $119.5M |
| 2 | ASPHALT MATERIALS, INC. HERITAGE GROUP RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 2,325 | $556.8M | $81.5M |
| 3 | MARINHEALTH MEDICAL CENTER MARIN GENERAL HOSPITAL RETIREMENT PLAN | SAN RAFAEL CA | 1,946 | $163.7M | $64.9M |
| 4 |
| MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN |
OVERLAND PARK KS |
| 1,870 |
| $278.3M |
| $51.1M |
| 5 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 551 | $269.5M | $45.4M |
| 6 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $38.1M |
| 7 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $35.7M |
| 8 | GEODIS LOGISTICS, LLC GEODIS USA RETIREMENT PLAN | BRENTWOOD TN | 14,100 | $341.3M | $29.3M |
| 9 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $26.5M |
| 10 | DS SMITH NORTH AMERICA DS SMITH NORTH AMERICA 401K PLAN | ATLANTA GA | 1,634 | $123.9M | $24.3M |
