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 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $1.9M |
| 2 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $1.5M |
| 3 | WILLIAM BEAUMONT HOSPITAL BEAUMONT HEALTH 403(B) RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 34,406 | $3.0B | $1.1M |
| 4 |
| HUDSON RIVER TRADING LLC HUDSON RIVER TRADING LLC 401(K) PLAN |
NEW YORK NY |
| 794 |
| $132.7M |
| $639K |
| 5 | COBORN'S INCORPORATED COBORN'S INCORPORATED EMPLOYEES PROFIT SHARING 401(K) PLAN | SAINT CLOUD MN | 7,095 | $162.1M | $528K |
| 6 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $478K |
| 7 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $282K |
| 8 | PATAGONIA WORKS PATAGONIA WORKS 401(K) PLAN | VENTURA CA | 2,069 | $405.0M | $275K |
| 9 | IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEES IBEW LOCAL UNION NO. 22/NECA DEFINED CONTRIBUTION PENSION FUND, PLAN B | OMAHA NE | 3,156 | $353.1M | $211K |
| 10 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $101K |
