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 | SAN ANTONIO WINERY, INC. SAN ANTONIO WINERY, INC. 401(K) PLAN | LOS ANGELES CA | 424 | $34.3M | $772K |
| 2 | NCINO, INC. NCINO, INC. 401(K) PLAN | WILMINGTON NC | 1,363 | $110.3M | $443K |
| 3 | RSR GROUP, INC. RSR 401(K) RETIREMENT PLAN | WINTER PARK FL | 423 | $24.6M | $401K |
| 4 |
TOLEDO OH |
| 233 |
| $13.3M |
| $259K |
| 5 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $250K |
| 6 | FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORT MANAGEMENT SUPPORT 401(K) PLAN | SANTA ANA CA | 483 | $10.8M | $210K |
| 7 | KLS GOVERNMENT SERVICES, LLC KLS GOVERNMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | MORGANTOWN WV | 14 | $14.8M | $171K |
| 8 | ROA MANAGEMENT HOLDING, LLC REAGAN OUTDOOR ADVERTISING PROFIT SHARING 401(K) PLAN | SALT LAKE CITY UT | 157 | $13.9M | $100K |
| 9 | BOKA POWELL, LLC BOKA POWELL, LLC. 401(K) PLAN | DALLAS TX | 84 | $13.2M | $99K |
| 10 | EVISIONS, LLC EVISIONS, LLC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 117 | $15.3M | $69K |
