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 | ECG TOPCO HOLDINGS, LLC ECG PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 336 | $138.9M | $40.4M |
| 2 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $37.0M |
| 3 | URBAN LAND INSTITUTE URBAN LAND INSTITUTE 403(B) PLAN | WASHINGTON DC | 238 | $36.5M | $16.1M |
| 4 |
| MCGRATH NORTH MULLIN & KRATZ, PC LLO MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN |
OMAHA NE |
| 113 |
| $89.4M |
| $15.6M |
| 5 | WILLIS LEASE FINANCE CORPORATION THE WILLIS 401(K) PLAN | COCONUT CREEK FL | 160 | $40.0M | $11.6M |
| 6 | ROBERT A.M. STERN ARCHITECTS, LLP ROBERT A.M. STERN ARCHITECTS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 230 | $77.5M | $11.5M |
| 7 | ROCKEFELLER BROTHERS FUND, INC ROCKEFELLER NON-PROFITS 401(K) PLAN | NEW YORK NY | 107 | $68.2M | $10.9M |
| 8 | G&W ELECTRIC COMPANY G&W ELECTRIC COMPANY PROFIT SHARING PLAN AND TRUST | BOLINGBROOK IL | 1,114 | $150.5M | $9.9M |
| 9 | GIL-BAR INDUSTRIES INC. GIL-BAR INDUSTRIES INC.401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 323 | $56.3M | $8.9M |
| 10 | AMERICAN GAS ASSOCIATION AMERICAN GAS ASSOCIATION EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 92 | $61.7M | $8.9M |
