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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $3.2M |
| 2 | LUMERIS HEALTHCARE OUTCOMES LUMERIS 401(K) PLAN | MARYLAND HEIGHTS MO | 909 | $165.6M | $2.1M |
| 3 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $1.2M |
| 4 |
| PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN |
HAYWARD CA |
| 675 |
| $31.1M |
| $976K |
| 5 | BIG 'I' RETIREMENT SERVICES LLC BIG 'I' MEP 401(K) PLAN | ALEXANDRIA VA | 691 | $137.7M | $805K |
| 6 | OCHIN, INC. THE OCHIN 401(K) PLAN | PORTLAND OR | 1,227 | $90.3M | $750K |
| 7 | ISPOT.TV, INC. ISPOT.TV, INC. 401(K) PLAN | BELLEVUE WA | 406 | $45.2M | $661K |
| 8 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $502K |
| 9 | GREEN BRICK PARTNERS, INC. GREEN BRICK PARTNERS, INC. 401(K) SAVINGS PLAN | PLANO TX | 547 | $32.9M | $446K |
| 10 | UNITED INITIATORS, INC. UNITED INITIATORS, INC. 401(K) PLAN | ELYRIA OH | 150 | $22.3M | $309K |
