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 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $2.4M |
| 2 | DATASCAN TECHNOLOGIES, LLC DATASCAN RETIREMENT PLAN | ALPHARETTA GA | 424 | $88.9M | $388K |
| 3 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN | DAVENPORT IA | 232 | $30.9M | $293K |
| 4 |
| KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN |
MACON GA |
| 719 |
| $85.8M |
| $253K |
| 5 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $181K |
| 6 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $176K |
| 7 | AMPLITUDE, INC. AMPLITUDE, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 562 | $44.5M | $113K |
| 8 | SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES CASCADE FINANCIAL SERVICES 401(K) PLAN | CHANDLER AZ | 278 | $11.6M | $76K |
| 9 | NEWROCKET LLC NEWROCKET LLC 401(K) SAVINGS & INVESTMENT PLAN | VISTA CA | 152 | $16.2M | $52K |
| 10 | KYNETEC USA, INC. KYNETEC USA, INC. 401(K) PLAN | ST. LOUIS MO | 140 | $9.1M | $35K |
