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 | HERITAGE VALLEY HEALTH SYSTEM HERITAGE VALLEY HEALTH SYSTEM 401(K) PLAN | MOON TOWNSHIP PA | 1,368 | $141.8M | $5.3M |
| 2 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $4.6M |
| 3 | STRATEGIC ANALYSIS, INC. STRATEGIC ANALYSIS, INC. PROFIT SHARING AND 401(K) PLAN | ARLINGTON VA | 247 |
| $64.7M |
| $3.2M |
| 4 | AUCTANE INC AUCTANE INC. 401(K) PLAN | AUSTIN TX | 816 | $137.2M | $3.2M |
| 5 | KBRA HOLDINGS, LLC KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 511 | $76.6M | $2.1M |
