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 | EMBLEMHEALTH SERVICES COMPANY LLC EMBLEMHEALTH SERVICES COMPANY, LLC 401(K) PLAN | NEW YORK NY | 1,641 | $377.7M | $21.2M |
| 2 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $9.5M |
| 3 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 |
| $118.6M |
| $8.4M |
| 4 | METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH MN | 554 | $391.1M | $8.4M |
| 5 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $5.5M |
| 6 | CRAMER-KRASSELT CO. THE CRAMER-KRASSELT PROFIT SHARING/401(K) PLAN | CHICAGO IL | 143 | $88.8M | $5.2M |
| 7 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $4.6M |
| 8 | BARNHART CRANE & RIGGING CO. BARNHART CRANE & RIGGING COMPANY 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 999 | $162.0M | $4.5M |
| 9 | SEMMES-MURPHEY CLINIC SEMMES-MURPHEY CLINIC EMPLOYEES' PROFIT SHARING PLAN | MEMPHIS TN | 362 | $118.3M | $4.3M |
| 10 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $4.1M |
