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 | NEEDHAM & COMPANY, LLC NEEDHAM & COMPANY, LLC 401(K) PLAN | NEW YORK NY | 172 | $90.3M | $9.4M |
| 2 | WORLD ECONOMIC FORUM LLC WORLD ECONOMIC FORUM LLC 401(K) PLAN | NEW YORK NY | 129 | $49.3M | $1.3M |
| 3 | NEWMARK HOMES HOUSTON, LLC NEWMARK HOMES 401(K) PLAN | KATY TX | 125 | $23.1M | $638K |
| 4 |
| AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
DALLAS TX |
| 314 |
| $15.2M |
| $525K |
| 5 | CHAMPION TECHNOLOGY SERVICES, INC. CHAMPION TECHNOLOGY SERVICES, INC. 401(K) PLAN | BATON ROUGE LA | 147 | $19.8M | $508K |
| 6 | IRONGATE WAIKIKI LLC IRONGATE WAIKIKI LLC 401(K) PLAN | HONOLULU HI | 234 | $14.9M | $472K |
| 7 | HHG COMPANIES, INC. HHG COMPANIES, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 990 | $7.5M | $290K |
| 8 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $49K |
| 9 | LUCAS MUSEUM OF NARRATIVE ART LUCAS MUSEUM OF NARRATIVE ART 403(B) PLAN | LOS ANGELES CA | 107 | $7.6M | $43K |
| 10 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $13K |
