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 | AVI SYSTEMS, INC. AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | LENEXA KS | 1,191 | $399.5M | $2.7M |
| 2 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $2.5M |
| 3 | SUPERIOR INDUSTRIES, INC. SUPERIOR INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MORRIS MN | 1,377 | $117.4M | $2.4M |
| 4 |
| ICONIQ CAPITAL, LLC ICONIQ CAPITAL 401(K) PLAN |
SAN FRANCISCO CA |
| 447 |
| $85.6M |
| $2.0M |
| 5 | SEED INTELLECTUAL PROPERTY LAW GROUP LLP SEED INTELLECTUAL PROPERTY LAW GROUP LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 145 | $63.4M | $2.0M |
| 6 | JAMCO AMERICA INC. JAMCO RETIREMENT PLAN | EVERETT WA | 296 | $58.7M | $1.9M |
| 7 | GREAT SOUTHERN BANCORP, INC. GREAT SOUTHERN BANCORP, INC. 401(K) PLAN | SPRINGFIELD MO | 812 | $69.6M | $1.8M |
| 8 | HPS INVESTMENT PARTNERS, LLC HPS INVESTMENT PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 616 | $102.5M | $1.2M |
| 9 | CARDIOVASCULAR ASSOCIATES, INC. CARDIOVASCULAR ASSOCIATES, INC. 401(K) PLAN | FRESNO CA | 164 | $12.1M | $1.1M |
| 10 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $1.1M |
