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 | APPFOLIO, INC. APPFOLIO, INC. 401(K) PLAN | GOLETA CA | 1,612 | $152.9M | $41.3M |
| 2 | NATIONAL PUBLIC RADIO, INC. NATIONAL PUBLIC RADIO, INC. RETIREMENT PLAN | WASHINGTON DC | 1,513 | $425.8M | $23.4M |
| 3 | BURRIS LOGISTICS BURRIS LOGISTICS RETIREMENT PLAN | MILFORD DE | 836 | $101.1M | $9.2M |
| 4 |
| ELEPHANT INSURANCE SERVICES, LLC ELEPHANT INSURANCE SERVICES, LLC 401(K) PLAN |
GLEN ALLEN VA |
| 415 |
| $39.7M |
| $7.2M |
| 5 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | CHICAGO IL | 238 | $166.9M | $6.3M |
| 6 | TRUEBLUE, INC. TRUEBLUE, INC. 401(K) PLAN | TACOMA WA | 6,935 | $95.6M | $5.5M |
| 7 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | CHICAGO IA | 221 | $70.3M | $4.4M |
| 8 | ROYAL NEIGHBORS OF AMERICA ROYAL NEIGHBORS OF AMERICA 401(K) RETIREMENT PLAN | ROCK ISLAND IL | 155 | $34.3M | $3.4M |
| 9 | LITEHOUSE, INC. LITEHOUSE, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SANDPOINT ID | 1,082 | $53.4M | $2.6M |
| 10 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $2.5M |
