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 | CORESLAB HOLDINGS US, INC. CORESLAB STRUCTURES, INC. 401(K) PLAN | CEDAR PARK TX | 1,438 | $72.4M | $8.3M |
| 2 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $6.9M |
| 3 | RINGCENTRAL INC RINGCENTRAL INC. | BELMONT CA | 2,023 | $227.6M | $6.9M |
| 4 |
ONTARIO CA |
| 1,869 |
| $93.3M |
| $6.4M |
| 5 | ATI PAYROLL SERVICES, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,912 | $55.6M | $6.0M |
| 6 | TRIMONT LLC TRIMONT LLC 401(K) PLAN | ATLANTA GA | 700 | $74.6M | $5.3M |
| 7 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $4.4M |
| 8 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $4.4M |
| 9 | MORGAN ADHESIVES COMPANY, LLC MACTAC 401(K) AND PROFIT SHARING PLAN | STOW OH | 843 | $88.0M | $4.4M |
| 10 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN | EAST PROVIDENCE RI | 625 | $138.1M | $4.3M |
