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 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN | LOUISVILLE KY | 5,568 | $840.2M | $7.9M |
| 2 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | RICHMOND VA | 1,088 | $108.9M | $5.3M |
| 3 | SCOTTMADDEN, INC. SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 216 | $80.1M | $5.1M |
| 4 |
| FASTENER INDUSTRIES, INC. FASTENER INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
BEREA OH |
| 207 |
| $84.1M |
| $3.8M |
| 5 | MOTOR TREND GROUP MOTOR TREND GROUP 401(K) RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 173 | $32.2M | $3.2M |
| 6 | VITALSOURCE TECHNOLOGIES LLC VITALSOURCE TECHNOLOGIES LLC 401(K) PLAN | RALEIGH NC | 372 | $46.7M | $1.8M |
| 7 | GW&K INVESTMENT MANAGEMENT, LLC GW&K 401(K) SAVINGS PLAN | BOSTON MA | 181 | $64.8M | $1.8M |
| 8 | WNC & ASSOCIATES, INC. WNC & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 137 | $32.4M | $875K |
| 9 | ROPER CORPORATION ROPER EMPLOYEE VOLUNTARY RETIREMENT PLAN | LAFAYETTE GA | 2,538 | $107.9M | $506K |
| 10 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN (UNION) | LOUISVILLE KY | 4,559 | $245.5M | $504K |
