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 | ORTHOPEDIC SPECIALISTS OF NORTH AMERICA, PLLC ORTHOARIZONA RETIREMENT PLAN | PHOENIX AZ | 959 | $90.2M | $12.0M |
| 2 | DLZ CORPORATION DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | COLUMBUS OH | 752 | $169.8M | $7.2M |
| 3 | BERGER MONTAGUE BERGER MONTAGUE RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 152 | $78.5M | $3.0M |
| 4 |
| PREMIER DENTAL PRODUCTS COMPANY PREMIER DENTAL PRODUCTS COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN |
PLYMOUTH MEETING PA |
| 175 |
| $42.6M |
| $564K |
| 5 | CHELTEN HOUSE PRODUCTS, LLC CHP 401(K) PLAN | SWEDESBORO NJ | 475 | $9.2M | $537K |
