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 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $8.0M |
| 2 | AXA INVESTMENT MANAGERS US INC. AXA INVESTMENT MANAGERS US RETIREMENT 401(K) PLAN | STAMFORD CT | 169 | $126.4M | $6.9M |
| 3 | HOMESTREET, INC. HOMESTREET, INC 401(K) SAVINGS PLAN | SEATTLE WA | 790 | $178.8M | $6.8M |
| 4 |
| UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN |
SAN MATEO CA |
| 1,179 |
| $97.9M |
| $6.2M |
| 5 | GELLER & COMPANY LLC GELLER & COMPANY LLC 401(K) PLAN | NEW YORK NY | 245 | $112.7M | $4.8M |
| 6 | A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES AWS 401(K) PROFIT SHARING PLAN | FORT WAYNE IN | 2,562 | $35.4M | $3.7M |
| 7 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $3.7M |
| 8 | BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN | NEW YORK NY | 455 | $109.8M | $3.5M |
| 9 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $2.9M |
| 10 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $2.9M |
