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 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN | ATLANTA GA | 1,652 | $218.1M | $9.4M |
| 2 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $8.0M |
| 3 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $6.1M |
| 4 |
| BISSELL INC. BISSELL INC. 401(K) PLAN |
GRAND RAPIDS MI |
| 909 |
| $144.4M |
| $6.0M |
| 5 | EASTERN BANK EASTERN BANK 401(K) PLAN | BOSTON MA | 1,950 | $343.6M | $5.9M |
| 6 | PINNACLE DERMATOLOGY MANAGEMENT LLC SKIN IN THE GAME 401(K) PLAN | BRENTWOOD TN | 1,963 | $87.8M | $5.3M |
| 7 | THE ASPEN INSTITUTE TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF THE ASPEN INST. | WASHINGTON DC | 559 | $192.8M | $3.9M |
| 8 | HEALTH MANAGEMENT ASSOCIATES, INC. HEALTH MANAGEMENT ASSOCIATES PROFIT SHARING/401(K) PLAN | OKEMOS MI | 940 | $224.2M | $3.4M |
| 9 | THE EMMES COMPANY, LLC THE EMMES COMPANY, LLC RETIREMENT PLAN | ROCKVILLE MD | 824 | $195.9M | $3.0M |
| 10 | VICTORY CAPITAL MANAGEMENT, INC. VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | BROOKLYN OH | 456 | $188.9M | $3.0M |