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 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $9.0M |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $4.5M |
| 3 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $3.4M |
| 4 |
| INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST |
BRIDGEWATER NJ |
| 1,018 |
| $134.2M |
| $3.1M |
| 5 | GOLDEN STATE FOODS GOLDEN STATE FOODS 401(K) SAVINGS & RETIREMENT PLAN | IRVINE CA | 4,673 | $259.7M | $2.6M |
| 6 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $2.0M |
| 7 | PARKDALE MILLS, INC. PARKDALE, INCORPORATED RETIREMENT PLAN | GASTONIA NC | 1,188 | $77.8M | $2.0M |
| 8 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $1.5M |
| 9 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST | NOME AK | 565 | $45.5M | $465K |
| 10 | U.S. COTTON, LLC U.S. COTTON, LLC RETIREMENT SAVINGS PLAN | GASTONIA NC | 955 | $34.0M | $390K |