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 | $45.1M |
| 2 | FLEXERA SOFTWARE LLC FLEXERA SOFTWARE LLC 401(K) PLAN | ITASCA IL | 491 | $130.8M | $10.0M |
| 3 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN | CARLSBAD CA | 1,043 | $316.0M | $7.3M |
| 4 |
ALPHARETTA GA |
| 1,405 |
| $81.3M |
| $5.5M |
| 5 | PACKAGING MACHINERY MANUFACTURERS INSTITUTE PACKAGING MACHINERY MANUFACTURERS INSTITUTE 401(K) AND PROFIT SHARING PLAN | HERNDON VA | 119 | $42.5M | $4.4M |
| 6 | PT FINANCIAL HOLDINGS, INC. PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 375 | $108.3M | $4.0M |
| 7 | TOSHIBA INTERNATIONAL CORPORATION TOSHIBA INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,301 | $218.4M | $3.6M |
| 8 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $3.4M |
| 9 | TAFT ELECTRIC COMPANY, INC. TAFT ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VENTURA CA | 158 | $15.7M | $2.2M |
| 10 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $2.1M |
