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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $5.9M |
| 2 | MDRC MDRC SAVINGS PLAN | NEW YORK NY | 333 | $64.8M | $3.3M |
| 3 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN | ADDISON TX | 1,459 | $792.7M | $3.3M |
| 4 |
PETALUMA CA |
| 2,037 |
| $158.8M |
| $3.2M |
| 5 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $2.9M |
| 6 | COMPUTACENTER UNITED STATES INC. COMPUTACENTER 401(K) PLAN | WESTWOOD MA | 1,608 | $177.1M | $2.5M |
| 7 | ROTARY INTERNATIONAL ROTARY INTERNATIONAL 401(K) PLAN | EVANSTON IL | 588 | $170.4M | $2.4M |
| 8 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $2.1M |
| 9 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $2.0M |
| 10 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $1.6M |
