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 | $4.7M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.4M |
| 3 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $1.7M |
| 4 |
MOUNTAIN VIEW CA |
| 939 |
| $30.9M |
| $1.7M |
| 5 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $1.3M |
| 6 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $1.1M |
| 7 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $854K |
| 8 | MILK + HONEY HOLDINGS, LLC MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN | AUSTIN TX | 536 | $5.8M | $672K |
| 9 | HUGHES CIRCUITS HUGHES CIRCUITS 401(K) PLAN | SAN MARCOS CA | 221 | $12.5M | $536K |
| 10 | METRC LLC METRC LLC 401(K) P/S PLAN | LAKELAND FL | 194 | $6.8M | $514K |
