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 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $63.5M |
| 2 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $32.7M |
| 3 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M |
| $12.6M |
| 4 | DODGE & COX DODGE & COX PROFIT SHARING PLAN | SAN FRANCISCO CA | 360 | $355.8M | $9.0M |
| 5 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $8.2M |
