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 | PETRUS TRUST COMPANY, LTA PEROT EMPLOYEE RETIREMENT SAVINGS PLAN | DALLAS TX | 99 | $55.0M | $4.6M |
| 2 | PERMANENTE DENTAL ASSOCIATES, PC PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | PORTLAND OR | 168 | $164.8M | $3.4M |
| 3 | LEUPOLD & STEVENS, INC. LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 805 | $147.1M | $2.9M |
| 4 |
| BEACHBODY, LLC BEACHBODY, LLC 401(K) PLAN |
EL SEGUNDO CA |
| 319 |
| $114.2M |
| $2.8M |
| 5 | HOMESERVE USA CORPORATION HOMESERVE 401(K) PLAN | NORWALK CT | 1,185 | $97.4M | $2.2M |
| 6 | ALS GROUP USA, CORP. ALS GROUP USA 401(K) PLAN | HOUSTON TX | 829 | $114.4M | $1.9M |
| 7 | A. DUIE PYLE, INCORPORATED A. DUIE PYLE, INC. SAVINGS PLAN | WEST CHESTER PA | 4,222 | $292.1M | $1.3M |
| 8 | DAVID CLARK HOLDINGS, INC. DAVID CLARK 401K PLAN | WORCESTER MA | 240 | $58.4M | $1.1M |
| 9 | CATTERTON MANAGEMENT COMPANY, LLC CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN | GREENWICH CT | 243 | $61.7M | $1.1M |
| 10 | THE CORNING MUSEUM OF GLASS THE CORNING MUSEUM OF GLASS DEFINED CONTRIBUTION RETIREMENT PLAN | CORNING NY | 160 | $39.2M | $938K |
