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 | ENGAGESMART, INC. ENGAGESMART, INC. 401(K) RETIREMENT PLAN | BRAINTREE MA | 938 | $51.8M | $8.2M |
| 2 | RETOOL, INC. RETOOL 401(K) PLAN | SAN FRANCISCO CA | 339 | $26.9M | $5.5M |
| 3 | PEACEHEALTH PEACEHEALTH NETWORKS ON DEMAND, LLC 401(K) PLAN | VANCOUVER WA | 613 | $42.9M | $5.0M |
| 4 |
PHOENIX AZ |
| 3,034 |
| $62.0M |
| $4.3M |
| 5 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $3.3M |
| 6 | FEI.COM, INC. FEI.COM, INC. 401(K) PLAN | COLUMBIA MD | 367 | $62.2M | $3.2M |
| 7 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $2.8M |
| 8 | JRSK, INC. DBA AWAY AWAY 401K PS PLAN | NEW YORK NY | 265 | $15.5M | $2.6M |
| 9 | VALIDITY INC. VALIDITY INC. 401(K) PLAN | BOSTON MA | 184 | $25.7M | $2.6M |
| 10 | CART.COM, INC. CART.COM RETIREMENT PLAN | HOUSTON TX | 1,177 | $25.5M | $2.5M |
