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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $28.3M |
| 2 | BLOCK, INC. BLOCK 401(K) PLAN | OAKLAND CA | 8,800 | $1.2B | $10.7M |
| 3 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN | SEATTLE WA | 1,683 | $1.3B | $5.3M |
| 4 |
CINCINNATI OH |
| 294 |
| $73.0M |
| $2.7M |
| 5 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN | SEATTLE WA | 704 | $349.8M | $2.1M |
