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 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $12.7M |
| 2 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $8.4M |
| 3 | WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST | SANFORD FL | 835 | $82.2M | $6.6M |
| 4 |
| G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
CHARLOTTE NC |
| 305 |
| $25.9M |
| $4.5M |
| 5 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $3.9M |
| 6 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $3.8M |
| 7 | TAX ANALYSTS TAX ANALYSTS 401(K) RETIREMENT PLAN | FALLS CHURCH VA | 180 | $42.4M | $3.7M |
| 8 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $3.4M |
| 9 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $3.2M |
| 10 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $3.0M |
