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. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $19.9M |
| 2 | ENGIE HOLDINGS INC. ENGIE 401(K) PLAN | HOUSTON TX | 3,304 | $560.3M | $8.5M |
| 3 | URBAN LAND INSTITUTE URBAN LAND INSTITUTE 403(B) PLAN | WASHINGTON DC | 238 | $36.5M | $7.7M |
| 4 |
| HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN |
DRAPER UT |
| — |
| $649.1M |
| $7.6M |
| 5 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $5.5M |
| 6 | OPRONA, INC. DBA ROSEN USA, INC. ROSEN USA 401(K) PLAN | HOUSTON TX | 624 | $47.7M | $4.9M |
| 7 | LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST IL | 713 | $117.1M | $3.7M |
| 8 | AMERICAN PHYSICAL SOCIETY AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | COLLEGE PARK MD | 359 | $142.7M | $3.7M |
| 9 | SIMPLISAFE, INC. SIMPLISAFE 401(K) PLAN | BOSTON MA | 1,145 | $55.3M | $3.1M |
| 10 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $3.1M |
