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 |
