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 | $7.8M |
| 2 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $689K |
| 3 | EPCOR USA, INC. EPCOR USA INC. 401(K) SAVINGS PLAN | PHOENIX AZ | 612 | $57.7M | $562K |
| 4 |
| BOB'S RED MILL NATURAL FOODS, INC. BOB'S RED MILL 401(K) RETIREMENT SAVINGS PLAN |
MILWAUKIE OR |
| 681 |
| $39.1M |
| $555K |
| 5 | MEHERRIN AGRICULTURAL & CHEMICAL COMPANY MEHERRIN AGRICULTURAL & CHEMICAL COMPANY RETIREMENT SAVINGS PLAN | SEVERN NC | 1,816 | $57.8M | $524K |
| 6 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $454K |
| 7 | JACK OHIO FINANCE LLC JACK ENTERTAINMENT RETIREMENT PLAN | CLEVELAND OH | 1,410 | $46.3M | $452K |
| 8 | AMERICAN COLLEGE OF SURGEONS AMERICAN COLLEGE OF SURGEONS LONG TERM SAVINGS PLAN | CHICAGO IL | 471 | $74.0M | $388K |
| 9 | WISENBAKER BUILDER SERVICES, INC. 4 WISENBAKER BUILDER SERVICES, INC. | HOUSTON TX | 1,061 | $19.6M | $373K |
| 10 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $370K |