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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $4.3M |
| 2 | OREGON COMMUNITY CREDIT UNION OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | SPRINGFIELD OR | 605 | $67.8M | $2.7M |
| 3 | DOLBY LABORATORIES, INC. DOLBY LABORATORIES, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 1,033 | $703.4M | $2.6M |
| 4 |
| EMPOWER CLINIC SERVICES LLC EMPOWER PHARMACY 401(K) PLAN |
HOUSTON TX |
| 1,132 |
| $14.9M |
| $2.1M |
| 5 | OCEAN FLEET SERVICES, INC. OCEAN FLEET SERVICES 401(K) PLAN | SUFFOLK VA | 468 | $31.4M | $1.1M |
| 6 | FELD ENTERTAINMENT, INC. FELD ENTERTAINMENT, INC. 401(K) PLAN | PALMETTO FL | 1,139 | $96.2M | $1.0M |
| 7 | WELLTHY, INC. WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 222 | $9.3M | $922K |
| 8 | FIRST COLONY MORTGAGE CORP. FIRST COLONY MORTGAGE CORP. PROFIT SHARING PLAN | PLEASANT GROVE UT | 301 | $23.3M | $921K |
| 9 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $831K |
| 10 | THE PRIMARY SCHOOL THE PRIMARY SCHOOL 401(K) PLAN | EAST PALO ALTO CA | 155 | $5.0M | $762K |
