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 | BOURNS, INC. BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN | RIVERSIDE CA | 287 | $148.3M | $29.9M |
| 2 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN | SCOTTSDALE AZ | 181 | $63.9M | $16.1M |
| 3 | HOMESERVE USA CORPORATION HOMESERVE 401(K) PLAN | NORWALK CT | 1,185 | $97.4M | $10.0M |
| 4 |
REDWOOD CITY CA |
| 513 |
| $42.1M |
| $7.7M |
| 5 | DESERET GENERATION & TRANSMISSION CO-OPERATIVE DESERET-BLUE MOUNTAIN 401K PLAN | SOUTH JORDAN UT | 174 | $58.5M | $6.7M |
| 6 | MATT CONSTRUCTION CORPORATION MATT CONSTRUCTION 401(K) PLAN | SANTA FE SPRINGS CA | 136 | $53.9M | $6.0M |
| 7 | HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN | TAMPA FL | 236 | $146.1M | $5.8M |
| 8 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $5.3M |
| 9 | EC COMPANY E C COMPANY EMPLOYEES RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 259 | $42.7M | $5.1M |
| 10 | INSURANCE TRUST FOR DELTA RETIREES, INC. INSURANCE TRUST FOR DELTA RETIREES, INC. BENEFIT PLAN | DULUTH GA | 26,259 | $39.1M | $4.9M |
