Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding COL GLBL TECH GROWTH - I in their Schedule of Assets, totaling $18.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $11.5M |
| 2 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $2.3M |
| 3 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE |
LOS ANGELES CA |
| 229 |
| $25.8M |
| $1.5M |
| 4 | HYLAN DATACOM & ELECTRICAL, LLC HYLAN DATACOM & ELECTRICAL, LLC 401(K) PLAN | HOLMDEL NJ | 194 | $11.6M | $802K |
| 5 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN | SOUTHLAKE TX | 1,867 | $27.9M | $783K |
| 6 | EJ2 COMMUNICATIONS, INCD/B/A F FLASHPOINT 401(K) RETIREMENT PLAN AND TRUST | WASHINGTON DC | 271 | $26.1M | $751K |
| 7 | CMC RESCUE, INC. CMC RESCUE, INC. 401(K) PLAN | GOLETA CA | 98 | $7.2M | $377K |
| 8 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN | SAN JOSE CA | 1,788 | $17.1M | $302K |
| 9 | BETTERCLOUD, INC. BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 83 | $10.3M | $266K |
| 10 | Z-GOLF COURSE FOOD AND BEVERAGE Z-GOLF COURSE FOOD AND BEVERAGE SERVICES, LLC 401K PROFIT SHARIN | TEMECULA CA | 595 | $15.2M | $178K |
