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 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $82.8M |
| 2 | MCKINSTRY CO. LLC MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN | SEATTLE WA | 1,392 | $251.6M | $49.1M |
| 3 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $37.9M |
| 4 |
| NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RILEY & SCARBOROUGH LLP CASH BALANCE RETIREMENT PLAN |
COLUMBIA SC |
| 248 |
| $151.7M |
| $34.6M |
| 5 | WHITE AND WILLIAMS LLP WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 333 | $185.0M | $34.0M |
| 6 | SEG INC. SPRING EDUCATION GROUP 401(K) RETIREMENT PLAN | WEST CHESTER PA | 6,418 | $217.0M | $33.9M |
| 7 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST MCDONALD'S LICENSEES/RMHC HEALTH & WELFARE GIA | CHICAGO IL | 20,809 | $86.7M | $32.4M |
| 8 | FIRST BUSEY CORPORATION FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST | CHAMPAIGN IL | 1,521 | $268.2M | $31.5M |
| 9 | H & K GROUP, INC. THE H & K GROUP 401(K) PLAN | SKIPPACK PA | 1,605 | $157.4M | $30.7M |
| 10 | SWARTHMORE COLLEGE SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN | SWARTHMORE PA | 1,171 | $462.5M | $30.3M |
