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 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $42.4M |
| 2 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $37.4M |
| 3 | FARELLA BRAUN AND MARTEL LLP FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN | SAN FRANCISCO CA | 164 | $237.3M | $18.4M |
| 4 | LUTRON ELECTRONICS CO., INC. LUTRON RETIREMENT PLAN | COOPERSBURG PA | 2,233 | $764.6M | $11.4M |
| 5 | NELSON IRRIGATION CORPORATION NELSON IRRIGATION CORPORATION 401(K) AND PROFIT SHARING PLAN | WALLA WALLA WA | 193 | $111.7M | $10.2M |
