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 | CAREPOINT HEALTH, LLC CAREPOINT HEALTH, LLC 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 832 | $372.1M | $67.8M |
| 2 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $52.4M |
| 3 | ELLIOT HEALTH SYSTEM SOLUTIONHEALTH & ELLIOT HEALTH SYSTEM 403(B) SAVINGS PLAN | MANCHESTER NH | 5,130 | $493.7M | $48.3M |
| 4 |
| THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN |
CHICAGO IL |
| 1,365 |
| $211.0M |
| $23.2M |
| 5 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $21.6M |
| 6 | TRINITY HEALTH CORPORATION GENESIS EMPLOYER CONTRIBUTION PLAN | LIVONIA MI | 4,699 | $144.6M | $20.6M |
| 7 | TREK BICYCLE CORPORATION TREK BICYCLE CORPORATION 401(K) PLAN | WATERLOO WI | 2,445 | $245.3M | $20.6M |
| 8 | OXBOW CARBON LLC OXBOW AFFILIATED COMPANIES RETIREMENT PLAN | WEST PALM BEACH FL | 283 | $177.2M | $17.0M |
| 9 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $12.8M |
| 10 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $12.8M |
