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 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $29.4M |
| 2 | THE TRADE DESK, INC. THE TRADE DESK 401(K) PLAN | VENTURA CA | 2,206 | $298.5M | $3.1M |
| 3 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $2.9M |
| 4 |
| CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN |
WEST READING PA |
| 799 |
| $96.1M |
| $2.7M |
| 5 | PJT PARTNERS HOLDINGS LP PJT PARTNERS 401(K) SAVINGS PLAN | NEW YORK NY | 787 | $183.0M | $2.5M |
| 6 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $2.4M |
| 7 | MISSION TECHNOLOGY GROUP (MTG) MTG 401(K) PROFIT SHARING PLAN AND TRUST | RESTON VA | 250 | $78.1M | $2.4M |
| 8 | RIMINI STREET, INC. RIMINI STREET INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 573 | $93.2M | $1.6M |
| 9 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $1.6M |
| 10 | DYNAVAX TECHNOLOGIES CORPORATION DYNAVAX TECHNOLOGIES CORPORATION 401(K) PLAN | EMERYVILLE CA | 258 | $47.9M | $1.3M |