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 |
