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 | $21.9M |
| 2 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $10.0M |
| 3 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $4.8M |
| 4 |
COSTA MESA CA |
| 6,505 |
| $26.9M |
| $1.9M |
| 5 | LUMOS & ASSOCIATES, INC. LUMOS & ASSOCIATES, INC. 401(K) PLAN | RENO NV | 134 | $17.4M | $1.4M |
| 6 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $846K |
| 7 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $682K |
| 8 | MOEBIUS SOLUTIONS, INC. MOEBIUS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 129 | $15.5M | $450K |
