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 | GARTNER, INC. GARTNER INC. SAVINGS AND INVESTMENT PLAN | STAMFORD CT | 10,956 | $2.7B | $50.1M |
| 2 | CSA AMERICA STANDARDS, INC. CSA AMERICA STANDARDS, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 379 | $85.4M | $9.0M |
| 3 | CLEMENS FAMILY CORPORATION THE CLEMENS FAMILY SHARING PLAN | HATFIELD PA | 5,058 | $260.4M | $5.5M |
| 4 |
| CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN |
DORAL FL |
| 3,725 |
| $500.6M |
| $5.1M |
| 5 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $1.9M |
| 6 | SUMITOMO MACHINERY CORPORATION OF AMERICA SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 495 | $70.4M | $1.8M |
| 7 | FURNITURE ROW, BC, INC. FURNITURE ROW 401(K) SAVINGS PLAN | DENVER CO | 1,515 | $49.1M | $1.7M |
| 8 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $1.6M |
| 9 | LIFEWORKS (US) LTD. LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN | ATLANTA GA | 1,154 | $98.9M | $1.4M |
| 10 | OCTAPHARMA PLASMA, INC. OCTAPHARMA PLASMA, INC. 401 K PLAN | CHARLOTTE NC | 4,388 | $106.1M | $1.3M |
