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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $25.0M |
| 2 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $20.5M |
| 3 | RESIDEO TECHNOLOGIES, INC. RESIDEO TECHNOLOGIES, INC. 401(K) PLAN | SCOTTSDALE AZ | 3,141 | $277.1M | $13.1M |
| 4 |
| MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN |
OVERLAND PARK KS |
| 1,870 |
| $278.3M |
| $8.7M |
| 5 | VAN ANDEL RESEARCH INSTITUTE VAN ANDEL INSTITUTE RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 506 | $115.3M | $8.2M |
| 6 | PINE REST CHRISTIAN MENTAL HEALTH SERVICES PINE REST CHRISTIAN MENTAL HEALTH SERVICES SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 2,040 | $116.1M | $7.4M |
| 7 | CARDIOLOGY ASSOCIATES OF MOBILE, INC. CARDIOLOGY ASSOCIATES OF MOBILE, INC. 401(K) PROFIT SHARING PLAN | MOBILE AL | 270 | $85.8M | $7.4M |
| 8 | THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 551 | $269.5M | $7.1M |
| 9 | PILOT TRAVEL CENTERS LLC PILOT TRAVEL CENTERS LLC 401(K) PLAN | KNOXVILLE TN | 29,888 | $506.9M | $6.5M |
| 10 | TCW, LLC TCW, LLC PROFIT SHARING AND SAVINGS PLAN | LOS ANGELES CA | 606 | $347.1M | $6.4M |
