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 | LOANDEPOT.COM, LLC LOANDEPOT.COM, LLC 401(K) PLAN | IRVINE CA | 4,828 | $397.5M | $2.4M |
| 2 | HARNESS, DICKEY & PIERCE, PLC HARNESS, DICKEY & PIERCE 401K PROFIT SHARING PLAN | TROY MI | 273 | $162.4M | $2.4M |
| 3 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION DEFINED CONTRIBUTION PENSION PLAN | WASHINGTON DC | 363 | $21.1M | $1.5M |
| 4 | DINE BRANDS GLOBAL, INC. DINE BRANDS GLOBAL, INC. 401(K) PLAN | PASADENA CA | 931 | $134.7M | $1.4M |
| 5 | NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US 403(B) PLAN | WASHINGTON DC | 368 | $25.2M | $1.4M |
| 6 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $1.2M |
| 7 | NORDEA BANK ABP, NEW YORK BRANCH NORDEA BANK ABP, NEW YORK BRANCH SALARY SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 91 | $68.0M | $1.2M |
| 8 | TEXAS BANK AND TRUST COMPANY TEXAS BANK AND TRUST COMPANY EMPLOYEE PS PLAN AND TRUST | LONGVIEW TX | 504 | $53.9M | $993K |
| 9 | PORTER HEDGES LLP PORTER HEDGES EMPLOYEE CAPITAL ACCUMULATION PLAN | HOUSTON TX | 142 | $66.3M | $857K |
| 10 | UCC HOLDCO, LLC THE 401(K) PLAN OF UCC HOLDCO, LLC | WAUKEGAN IL | 257 | $99.2M | $535K |
