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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $32.1M |
| 2 | TEIKAMETRICS, INC. TEIKAMETRICS 401(K) PLAN | BOSTON MA | 97 | $8.6M | $1.4M |
| 3 | PEOPLES BANCORP PEOPLES BANK SALARY INVESTMENT & PROFIT SHARING PLAN | BELLINGHAM WA | 430 | $71.7M | $516K |
| 4 |
SEATTLE WA |
| 286 |
| $12.8M |
| $43K |
| 5 | DARI-MART STORES, INC. DARI-MART STORES, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | JUNCTION CITY OR | 169 | $8.9M | $3K |
