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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $8.2M |
| 2 | ONESMILE, LLC ONESMILE 401(K) PLAN AND TRUST | COSTA MESA CA | 6,708 | $348.7M | $8.1M |
| 3 | ADVANCE TRADING, INC. ADVANCE TRADING, INC. 401(K) PLAN AND ESOP | BLOOMINGTON IL | 78 | $98.3M | $5.4M |
| 4 |
| COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN |
ATLANTA GA |
| 282 |
| $64.7M |
| $5.2M |
| 5 | THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS ASPCA 401(K) RETIREMENT PLAN | NEW YORK NY | 1,191 | $164.0M | $4.7M |
| 6 | DATADOG, INC. DATADOG 401(K) PLAN | NEW YORK NY | 3,948 | $300.8M | $4.5M |
| 7 | MORRIS HOSPITAL & HEALTHCARE CENTERS MORRIS HOSPITAL & HEALTHCARE CENTERS INTERNAL REVENUE CODE SECTION 403(B) | MORRIS IL | 1,590 | $118.6M | $4.5M |
| 8 | ORGILL, INC. ORGILL, INC. 401(K) PLAN | COLLIERVILLE TN | 6,070 | $275.3M | $4.1M |
| 9 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $3.9M |
| 10 | BUIST ELECTRIC, INC. BUIST ELECTRIC 401(K) PLAN | BYRON CENTER MI | 473 | $78.6M | $3.6M |
