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 | $34.2M |
| 2 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $22.4M |
| 3 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $13.0M |
| 4 |
| CALIFORNIA PIZZA KITCHEN, INC. CALIFORNIA PIZZA KITCHEN, INC. RETIREMENT SAVINGS PLAN |
COSTA MESA CA |
| 6,505 |
| $26.9M |
| $6.0M |
| 5 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $2.0M |
| 6 | MOEBIUS SOLUTIONS, INC. MOEBIUS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 129 | $15.5M | $1.6M |
| 7 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $1.2M |
| 8 | LUMOS & ASSOCIATES, INC. LUMOS & ASSOCIATES, INC. 401(K) PLAN | RENO NV | 134 | $17.4M | $1.1M |
| 9 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $913K |
