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 | $10.3M |
| 2 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $9.1M |
| 3 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $3.0M |
| 4 |
| WHARTON-SMITH, INC. WHARTON-SMITH, INC. 401(K) PLAN AND TRUST |
SANFORD FL |
| 835 |
| $82.2M |
| $2.9M |
| 5 | CONNEXUS CREDIT UNION CONNEXUS CREDIT UNION 401(K) PLAN | WAUSAU WI | 707 | $54.2M | $2.4M |
| 6 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $1.9M |
| 7 | UNITED STATES SOCCER FEDERATION, INC. U.S. SOCCER FEDERATION RETIREMENT PLAN | CHICAGO IL | 343 | $36.1M | $1.8M |
| 8 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN | GLEN ALLEN VA | 611 | $90.2M | $1.5M |
| 9 | NATIONAL WOMEN'S SOCCER LEAGUE LLC NWSL RETIREMENT PLAN | CHICAGO IL | 77 | $5.2M | $1.4M |
| 10 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN | ALEXANDRIA VA | 767 | $76.8M | $1.4M |
