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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $13.2M |
| 2 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 | $118.6M | $5.0M |
| 3 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $4.8M |
| 4 | GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK GIFT OF HOPE ORGAN & TISSUE DONOR NETWORK 403(B) PLAN | ITASCA IL | 418 | $51.0M | $3.9M |
| 5 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $3.1M |
| 6 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $2.9M |
| 7 | SARTORIUS CORPORATION SARTORIUS 401(K) SAVINGS PLAN | BOHEMIA NY | 1,461 | $218.2M | $2.4M |
| 8 | THE ALLEN COMPANY, INC. THE ALLEN COMPANY, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 331 | $18.2M | $2.0M |
| 9 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $1.9M |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $1.6M |
