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 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $7.1M |
| 2 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $5.3M |
| 3 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $4.8M |
| 4 |
| HEALTHEQUITY, INC. HEALTHEQUITY 401(K) PLAN |
DRAPER UT |
| 3,190 |
| $297.0M |
| $4.7M |
| 5 | BAIN CAPITAL, LP BAIN CAPITAL, LP PROFIT SHARING PLAN | BOSTON MA | 1,307 | $389.8M | $4.5M |
| 6 | UNIVERSITY MECHANICAL CONTRACTORS, INC. UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | LYNNWOOD WA | 195 | $35.7M | $1.6M |
| 7 | PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON OR | 1,160 | $157.4M | $1.4M |
| 8 | ALPINE SG LLC ALPINE SG LLC, 401(K) PLAN | WALNUT CREEK CA | 960 | $82.2M | $1.4M |
| 9 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $1.2M |
| 10 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $1.1M |
