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 | WORCESTER POLYTECHNIC INSTITUTE WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN | WORCESTER MA | 1,512 | $687.1M | $6.1M |
| 2 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 924 | $295.3M | $3.6M |
| 3 | RED VENTURES LLC RED VENTURES, LLC 401(K) PLAN | FORT MILL SC | 1,778 | $234.5M | $2.7M |
| 4 |
| ARTISAN DESIGN GROUP, LLC ARTISAN DESIGN GROUP 401(K) PLAN |
COPPELL TX |
| 2,953 |
| $125.4M |
| $1.4M |
| 5 | ESSEX PORTFOLIO L.P. ESSEX PORTFOLIO L.P. 401(K) PLAN | SAN MATEO CA | 1,720 | $138.2M | $1.3M |
| 6 | UNITY HEALTH CARE, INC. UNITY HEALTH CARE, INC. 403(B) PLAN | WASHINGTON DC | 771 | $58.0M | $662K |
| 7 | MACK MOLDING COMPANY, INC. MACK MOLDING COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | ARLINGTON VT | 1,743 | $97.2M | $185K |
| 8 | KONGSBERG AUTOMOTIVE INC KONGSBERG AUTOMOTIVE, INC. 401(K) PLAN | WILLIS TX | 535 | $44.9M | $122K |
| 9 | HINSHAW & CULBERTSON LLP HINSHAW & CULBERTSON ASSOCIATES 401 (K) PLAN | CHICAGO IL | 442 | $25.4M | $105K |
| 10 | CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN VA | 342 | $8.4M | $37K |
