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 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $1.6M |
| 2 | NCINO, INC. NCINO, INC. 401(K) PLAN | WILMINGTON NC | 1,363 | $110.3M | $1.1M |
| 3 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN | NEW YORK NY | 130 | $30.0M | $782K |
| 4 |
PLAYA VISTA CA |
| 491 |
| $34.4M |
| $514K |
| 5 | DRIVEWEALTH HOLDINGS, INC. DRIVEWEALTH 401(K) PLAN | NEW YORK NY | 264 | $16.8M | $295K |
| 6 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $183K |
| 7 | SAMBANOVA SYSTEMS, INC. SAMBANOVA SYSTEMS, INC. 401(K) PLAN | PALO ALTO CA | 412 | $39.0M | $161K |
| 8 | OPPORTUNITY FINANCIAL, LLC OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | CHICAGO IL | 463 | $27.9M | $113K |
| 9 | MITCHELL HOLDING CO., INC. TM 401(K) PLAN | KERNERSVILLE NC | 176 | $11.3M | $84K |
| 10 | FORGE RESOURCES GROUP FORGE RESOURCE GROUP 401(K) PLAN | DEKALB IL | 187 | $14.9M | $63K |
