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 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $12.1M |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $10.2M |
| 3 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B |
| $6.1M |
| 4 | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN | BRYN MAWR PA | 484 | $140.0M | $6.1M |
| 5 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $6.0M |
| 6 | BLUE CROSS BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN | BIRMINGHAM AL | 4,358 | $880.4M | $5.7M |
| 7 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $4.1M |
| 8 | SAKS GLOBAL ENTERPRISES LLC HBC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 5,627 | $534.7M | $3.5M |
| 9 | WELLABE SERVICES COMPANY WELLABE 401(K) SAVINGS PLAN | DES MOINES IA | 399 | $162.5M | $3.5M |
| 10 | CLAYTON, DUBILIER & RICE HOLDINGS, L.P. CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 234 | $68.6M | $3.2M |
