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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $221.3M |
| 2 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $183.8M |
| 3 | ENERGIZER HOLDINGS, INC. ENERGIZER 401(K) PLAN | ST. LOUIS MO | 1,827 | $585.2M | $112.2M |
| 4 |
| HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST |
DALLAS TX |
| — |
| $652.7M |
| $92.1M |
| 5 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $88.4M |
| 6 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $80.8M |
| 7 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $77.3M |
| 8 | HILMAR CHEESE COMPANY HILMAR CHEESE COMPANY PROFIT SHARING 401(K) PLAN | HILMAR CA | 1,762 | $236.9M | $76.6M |
| 9 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $66.7M |
| 10 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN | DURHAM NC | 724 | $269.2M | $63.1M |
