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 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $4.4M |
| 2 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $2.5M |
| 3 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $777K |
| 4 |
FAIRFAX VA |
| 237 |
| $36.4M |
| $555K |
| 5 | CALIFORNIA PIZZA KITCHEN, INC. CALIFORNIA PIZZA KITCHEN, INC. RETIREMENT SAVINGS PLAN | COSTA MESA CA | 6,505 | $26.9M | $158K |
| 6 | LUMOS & ASSOCIATES, INC. LUMOS & ASSOCIATES, INC. 401(K) PLAN | RENO NV | 134 | $17.4M | $115K |
| 7 | TIZ, INC PROVI 401(K) PLAN | CHICAGO IL | 175 | $12.1M | $30K |
