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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $30.3M |
| 2 | THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 605 | $191.8M | $7.3M |
| 3 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $5.9M |
| 4 |
| HANSON GROUP, INC. HANSON GROUP, INC. 401(K) PLAN |
SPRINGFIELD IL |
| 496 |
| $132.6M |
| $5.9M |
| 5 | LINEBARGER GOGGAN BLAIR & SAMPSON, LLP LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN | AUSTIN TX | 1,093 | $116.5M | $4.9M |
| 6 | EMR (USA HOLDINGS) INC. EMR USA RETIREMENT SAVINGS PLAN | METAIRIE LA | 1,673 | $84.9M | $4.0M |
| 7 | WELLA OPERATIONS US LLC WELLA RETIREMENT SAVINGS PLAN | CALABASAS CA | 594 | $67.8M | $3.9M |
| 8 | ARCBEST CORPORATION ARCBEST 401(K) AND DC RETIREMENT PLAN | FORT SMITH AR | 4,941 | $778.4M | $3.6M |
| 9 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $3.3M |
| 10 | COLLIERS MORTGAGE HOLDINGS LLC COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN | MINNEAPOLIS MN | 330 | $90.2M | $2.8M |
