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 | NEW SAGEVIEW ADVISORY GROUP, LLC SAGEVIEW ADVISORY GROUP 401(K)PLAN | NEWPORT BEACH CA | 259 | $65.2M | $375K |
| 2 | ACE ENDICO CORP. ACE ENDICO CORP. 401(K) PLAN | BREWSTER NY | 707 | $33.5M | $289K |
| 3 | DEGREED, INC. DEGREED, INC. 401(K) PLAN | DRAPER UT | 224 | $37.3M | $263K |
| 4 |
ROCKLEDGE FL |
| 259 |
| $14.5M |
| $237K |
| 5 | SHARKNINJA MANAGEMENT COMPANY SHARKNINJA MANAGEMENT COMPANY EMPLOYEES SAVINGS PLAN | NEEDHAM MA | 1,434 | $129.4M | $235K |
| 6 | RPS HOLDINGS, INC. RPS HOLDINGS 401(K) PLAN | LOS OSOS CA | 295 | $33.7M | $209K |
| 7 | BODEGA LATINA CORPORATION BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE CA | 9,200 | $8.3M | $177K |
| 8 | HAWTHORN MEDICAL ASSOCIATES, LLC HAWTHORN MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 145 | $134.9M | $153K |
| 9 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $148K |
| 10 | COMBINED WELLNESS ACQUISITION CO. AND SUBSIDIARIES COMBINED WELLNESS 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 1,019 | $30.8M | $134K |
