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 | $19.7M |
| 2 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $11.7M |
| 3 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $9.9M |
| 4 |
| CALIFORNIA PIZZA KITCHEN, INC. CALIFORNIA PIZZA KITCHEN, INC. RETIREMENT SAVINGS PLAN |
COSTA MESA CA |
| 6,505 |
| $26.9M |
| $3.5M |
| 5 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $3.2M |
| 6 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $1.3M |
| 7 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $1.1M |
| 8 | LUMOS & ASSOCIATES, INC. LUMOS & ASSOCIATES, INC. 401(K) PLAN | RENO NV | 134 | $17.4M | $682K |
| 9 | MOEBIUS SOLUTIONS, INC. MOEBIUS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 129 | $15.5M | $664K |
