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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $24.2M |
| 2 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $17.7M |
| 3 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 | $141.1M | $7.0M |
| 4 |
BURBANK CA |
| 512 |
| $40.5M |
| $5.3M |
| 5 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $4.4M |
| 6 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $3.7M |
| 7 | PMG INDIANA LLC PMG US GROUP SAVINGS AND RETIREMENT PLAN | COLUMBUS IN | 265 | $14.4M | $3.5M |
| 8 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $3.0M |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $2.9M |
| 10 | SITIME CORPORATION SITIME 401(K) PLAN | SANTA CLARA CA | 191 | $40.9M | $2.1M |
