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 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $185.0M |
| 2 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $17.5M |
| 3 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $12.8M |
| 4 |
| MAVERICK TUBE CORPORATION TENARIS 401(K) SAVINGS PLAN |
HOUSTON TX |
| 3,524 |
| $366.1M |
| $11.4M |
| 5 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $11.1M |
| 6 | NATIONAL INSTRUMENTS CORPORATION NATIONAL INSTRUMENTS 401(K) PLAN | AUSTIN TX | 0 | $778.7M | $9.3M |
| 7 | BLACK HILLS CORPORATION BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | RAPID CITY SD | 2,830 | $811.2M | $7.0M |
| 8 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $3.2M |
| 9 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $2.7M |
| 10 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $2.1M |
