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 | PAYLOCITY CORPORATION PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 6,287 | $438.1M | $28.5M |
| 2 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $2.9M |
| 3 | COMPLY TECHNOLOGIES, INC. COMPLY TECHNOLOGIES, INC. 401(K) PLAN | NEW YORK NY | 279 | $15.6M | $2.2M |
| 4 |
| BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN |
MILWAUKIE OR |
| 681 |
| $39.1M |
| $2.1M |
| 5 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $1.8M |