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 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $5.1M |
| 2 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $891K |
| 3 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $568K |
| 4 |
| WOODBURY CORPORATION WOODBURY CORPORATION 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 957 |
| $19.9M |
| $560K |
| 5 | HUBBARDTON FORGE, LLC HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN | CASTLETON VT | 197 | $19.7M | $443K |
| 6 | PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND | GOODLETTSVILLE TN | 597 | $166.0M | $410K |
| 7 | NFE MANAGEMENT LLC NFE MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 214 | $24.4M | $277K |
| 8 | COULEE BANK COULEE BANK SALARY SAVINGS PLAN | LA CROSSE WI | 81 | $13.6M | $227K |
| 9 | INSPIRE11 LLC INSPIRE11 401(K) PLAN | CHICAGO IL | 266 | $21.6M | $184K |
| 10 | LOFFREDO GARDENS, INC. LOFFREDO GARDENS INC. PROFIT SHARING PLAN | DES MOINES IA | 646 | $18.0M | $121K |
