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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $18.8M |
| 2 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $9.4M |
| 3 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 | $45.2M | $7.8M |
| 4 |
CLIFTON SPRINGS NY |
| 721 |
| $54.9M |
| $7.3M |
| 5 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $5.7M |
| 6 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $4.9M |
| 7 | GREEN BRICK PARTNERS, INC. GREEN BRICK PARTNERS, INC. 401(K) SAVINGS PLAN | PLANO TX | 547 | $32.9M | $3.0M |
| 8 | BUCCANEERS TEAM LLC TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN | TAMPA FL | 327 | $40.9M | $2.7M |
| 9 | WILDWOOD PROGRAMS WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM | LATHAM NY | 1,195 | $44.9M | $2.7M |
| 10 | CARSON MEDICAL GROUP CARSON MEDICAL GROUP 401(K) RETIREMENT PLAN | CARSON CITY NV | 193 | $36.9M | $2.1M |
