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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $37.8M |
| 2 | BOARD OF TRUSTEES OF THE NHCA AND AFFILIATES RET AND SAVINGS PLAN NHCA AND AFFILIATES RETIREMENT AND SAVINGS PLAN | VALLEY STREAM NY | 11,467 | $227.7M | $19.6M |
| 3 | THE NORTH HIGHLAND COMPANY LLC THE NORTH HIGHLAND COMPANY 401(K) PLAN | ATLANTA GA | 816 | $146.1M | $9.2M |
| 4 | SCHOLLE CORPORATION SCHOLLE CORPORATION EMPLOYEES' 401(K) SAVINGS PLAN | NORTHLAKE IL | 1,084 | $87.2M | $5.7M |
| 5 | DATA SYSTEMS ANALYSTS, INC. DATA SYSTEMS ANALYSTS, INC. CASH OR DEFERRAL PLAN | TREVOSE PA | 421 | $72.9M | $5.7M |
| 6 | IMAGE FIRST HOLDINGS, LLC IMAGE FIRST HOLDINGS, LLC RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,934 | $66.9M | $5.2M |
| 7 | ALTER COMPANIES, INC. ALTER 401(K) RETIREMENT PLAN | CREVE COEUR MO | 1,381 | $131.0M | $5.2M |
| 8 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $5.0M |
| 9 | URM STORES, INC. URM 401(K) PLAN | SPOKANE WA | 325 | $58.3M | $5.0M |
| 10 | CAPE FOX SHARED SERVICES CAPE FOX SHARED SERVICES 401K PLAN | CHANTILLY VA | 1,449 | $37.8M | $3.8M |
