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 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $35.2M |
| 2 | WESTERN ALLIANCE BANCORPORATION WESTERN ALLIANCE BANCORPORATION 401(K) PLAN | PHOENIX AZ | 3,560 | $444.2M | $27.9M |
| 3 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $18.9M |
| 4 |
| FAIRBANKS MORSE, LLC FAIRBANKS MORSE RETIREMENT SAVINGS PLAN |
BELOIT WI |
| 1,215 |
| $112.7M |
| $13.5M |
| 5 | HOSPICE OF THE VALLEY HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED) | PHOENIX AZ | 1,838 | $130.0M | $13.3M |
| 6 | THE HILB GROUP OPERATING COMPANY, LLC THE HILB GROUP OPERATING COMPANY, LLC 401(K) PLAN | RICHMOND VA | 2,273 | $178.6M | $12.9M |
| 7 | SPECTRUM HEALTHCARE PARTNERS, P.A. SPECTRUM HEALTHCARE PARTNERS, P.A. 401(K) PROFIT SHARING PLAN | SOUTH PORTLAND ME | 489 | $359.7M | $12.1M |
| 8 | CORNERSTONE RESEARCH, INC. CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN | BOSTON MA | 938 | $346.4M | $11.7M |
| 9 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $10.6M |
| 10 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $9.3M |
