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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $5.2M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.4M |
| 3 | B.R. FUNSTEN & COMPANY, INC. B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 162 | $19.2M | $1.8M |
| 4 |
| DEWINTER GROUP, LLC THE DEWINTER GROUP 401(K) PLAN |
CAMPBELL CA |
| 414 |
| $23.3M |
| $1.8M |
| 5 | OLD MISSOURI BANK OLD MISSOURI BANK 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 210 | $9.7M | $1.8M |
| 6 | LEISURE SPORTS, INC. LEISURE SPORTS, INC. 401(K) PLAN | PLEASANTON CA | 172 | $20.5M | $1.4M |
| 7 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $1.4M |
| 8 | WOMEN'S SPECIALISTS OF NEW MEXICO LTD. WOMEN'S SPECIALISTS OF NEW MEXICO LTD. PROFIT SHARING 401(K) PLAN | ALBUQUERQUE NM | 102 | $19.8M | $1.0M |
| 9 | TALROO, INC. TALROO, INC. 401(K) P/S PLAN | AUSTIN TX | 69 | $9.9M | $736K |
| 10 | HARBINGER GROUP, LLC HARBINGER 401(K) PLAN AND TRUST | GONZALES CA | 437 | $8.7M | $648K |
