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 | NATERA NATERA 401(K) PLAN | SAN CARLOS CA | 4,461 | $301.4M | $4.4M |
| 2 | MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. MEDICAL ASSOCIATES OF NORTHWEST ARKANSAS, P.A. 401(K) PLAN | FAYETTEVILLE AR | 863 | $178.2M | $2.7M |
| 3 | WELBILT, INC. WELBILT PENSION PLAN | NEW PORT RICHEY FL | 81 | $31.2M | $2.2M |
| 4 |
DALLAS OR |
| 189 |
| $17.5M |
| $1.4M |
| 5 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST | PENSACOLA FL | 81 | $29.2M | $1.2M |
| 6 | VISIO FINANCIAL SERVICES, INC. VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 186 | $10.0M | $530K |
| 7 | CTI FOODS HOLDING CO., LLC CTI FOODS 401(K) PLAN AND TRUST | SOUTHLAKE TX | 1,164 | $28.9M | $266K |
| 8 | CITADEL SERVICING CORPORATION CITADEL SERVICING CORPORATION 401(K) PLAN | IRVINE CA | 351 | $6.4M | $165K |
| 9 | PBM CAPITAL GROUP, LLC PBM CAPITAL GROUP, LLC. 401(K) PLAN | CHARLOTTESVILLE VA | 89 | $6.6M | $102K |
| 10 | R.K. MILES, INC. R.K. MILES, INC. RETIREMENT PLAN | MANCHESTER CENTER VT | 256 | $27.2M | $72K |
