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 | NEWPORT GROUP, INC. TFO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 2,143 | $130.6M | $11.9M |
| 2 | BISSELL INC. BISSELL INC. 401(K) PLAN | GRAND RAPIDS MI | 909 | $144.4M | $6.7M |
| 3 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $6.4M |
| 4 |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN |
DRAPER UT |
| — |
| $649.1M |
| $5.7M |
| 5 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA PA | 271 | $188.2M | $4.9M |
| 6 | OIL-DRI CORPORATION OF AMERICA OIL-DRI CORPORATION OF AMERICA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 893 | $138.0M | $4.1M |
| 7 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $3.0M |
| 8 | MADISON EMERGENCY PHYSICIANS, S.C. MADISON EMERGENCY PHYSICIANS, S.C. PROFIT SHARING PLAN | MADISON WI | 113 | $64.9M | $2.9M |
| 9 | COMMUNITY HEALTH CARE 403(B) THRIFT PLAN OF COMMUNITY HEALTH CARE | TACOMA WA | 551 | $48.9M | $2.9M |
| 10 | ST. PAUL EYE CLINIC, P.A. ST. PAUL EYE CLINIC, P.A. PROFIT SHARING PLAN | WOODBURY MN | 180 | $52.7M | $2.8M |
