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 | CENGAGE LEARNING, INC. THE CENGAGE LEARNING, INC. 401(K) SAVINGS PLAN | INDEPENDENCE KY | 3,059 | $660.1M | $8.5M |
| 2 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $3.3M |
| 3 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $1.5M |
| 4 |
SAN CLEMENTE CA |
| 1,231 |
| $76.6M |
| $1.4M |
| 5 | WALTON ENTERPRISES, LLC RETIREMENT ACCESS PLAN | BENTONVILLE AR | 554 | $108.9M | $1.3M |
| 6 | SIMON ROOFING & SHEET METAL CORP SIMON ROOFING & SHEET METAL CORP 401K PROFIT SHARING | YOUNGSTOWN OH | 469 | $32.6M | $885K |
| 7 | COMMONWEALTH CARE ALLIANCE COMMONWEALTH CARE ALLIANCE 401(K) PLAN | BOSTON MA | 1,689 | $128.4M | $848K |
| 8 | COMPLETE GENOMICS INC. COMPLETE GENOMICS 401(K) PLAN | SAN JOSE CA | 180 | $45.5M | $453K |
| 9 | BIOBRIDGE GLOBAL BIOBRIDGE GLOBAL RETIREMENT PLAN | SAN ANTONIO TX | 766 | $65.1M | $449K |
| 10 | LEVEL ACCESS, INC. LEVEL ACCESS, INC. 401(K) PLAN | ARLINGTON VA | 269 | $25.6M | $372K |
