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 | $70.0M |
| 2 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN | HUNTSVILLE AL | 1,143 | $167.6M | $17.3M |
| 3 | BI-MART CORPORATION BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | EUGENE OR | 2,446 | $107.0M | $8.5M |
| 4 |
| SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN |
COSTA MESA CA |
| 1,711 |
| $235.3M |
| $1.6M |
| 5 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $645K |
| 6 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN | FORT LEE NJ | 933 | $39.4M | $447K |
| 7 | GREATER LAKES MENTAL HEALTHCARE GREATER LAKES MENTAL HEALTHCARE 401(K) RETIREMENT PLAN | LAKEWOOD WA | 169 | $11.8M | $182K |
