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 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $15.2M |
| 2 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $11.7M |
| 3 | THE TAYLOR GROUP, INC. THE TAYLOR GROUP, INC. 401(K) PLAN | LOUISVILLE MS | 1,405 | $121.9M | $11.5M |
| 4 |
| THE COLONY GROUP, LLC THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 551 |
| $269.5M |
| $11.1M |
| 5 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $8.7M |
| 6 | DS SMITH NORTH AMERICA DS SMITH NORTH AMERICA 401K PLAN | ATLANTA GA | 1,634 | $123.9M | $8.0M |
| 7 | VAN ANDEL RESEARCH INSTITUTE VAN ANDEL INSTITUTE RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 506 | $115.3M | $7.5M |
| 8 | US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH NC | 4,664 | $571.0M | $7.2M |
| 9 | AMERICAN PACKAGING CORPORATION AMERICAN PACKAGING CORPORATION 401(K) PLAN | COLUMBUS WI | 1,322 | $169.6M | $7.2M |
| 10 | NEXPOINT ADVISORS, L.P. NEXPOINT 401(K) PLAN | DALLAS TX | 289 | $88.1M | $7.0M |
