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 | CADWALADER, WICKERSHAM & TAFT LLP CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN | NEW YORK NY | 625 | $516.9M | $13.4M |
| 2 | WMK INC WMK LLC 401K PROFIT SHARING PLAN & TRUST | RICHFIELD OH | 1,805 | $62.0M | $1.3M |
| 3 | PENN COMMUNITY BANK PENN COMMUNITY BANK RETIREMENT PLAN | PERKASIE PA | 299 | $43.5M | $1.2M |
| 4 |
| PEOPLES BANK PEOPLES BANK 401K AND ESOP PLAN |
LUBBOCK TX |
| 119 |
| $25.4M |
| $544K |
| 5 | URBAN RENAISSANCE GROUP, LLC URBAN RENAISSANCE 401(K) PLAN AND TRUST | SEATTLE WA | 183 | $29.3M | $459K |
| 6 | PORTLAND BOTTLING COMPANY PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 155 | $4.7M | $162K |
| 7 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $41K |
