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 | $8.9M |
| 2 | GENESEE & WYOMING INC. GENESEE & WYOMING INC. 401(K) SAVINGS PLAN | ROCHESTER NY | 4,129 | $264.2M | $6.9M |
| 3 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN | ATLANTA GA | 227 | $78.5M | $4.8M |
| 4 |
| OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN |
REDWOOD CITY CA |
| 54 |
| $25.7M |
| $2.0M |
| 5 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $1.8M |
| 6 | CLEARSTEAD ADVISORS, LLC CLEARSTEAD ADVISORS 401(K) RETIREMENT PLAN | CLEVELAND OH | 263 | $35.5M | $1.7M |
| 7 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $1.7M |
| 8 | INTERWEST INSURANCE SERVICES, LLC INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN | CHICO CA | 386 | $71.3M | $1.5M |
| 9 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $1.5M |
| 10 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $1.5M |
