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 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 263 | $101.9M | $7.3M |
| 2 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $1.6M |
| 3 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $873K |
| 4 |
| JBR, INC. JBR, INC. 401(K) PLAN |
LINCOLN CA |
| 308 |
| $18.6M |
| $691K |
| 5 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $552K |
| 6 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $440K |
| 7 | DIRECT LINE GLOBAL LLC DIRECT LINE GLOBAL LLC 401K PLAN | FREMONT CA | 342 | $7.8M | $362K |
| 8 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $290K |
