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 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $11.6M |
| 2 | BURKE, INC. BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | CINCINNATI OH | 323 | $111.0M | $7.2M |
| 3 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $3.7M |
| 4 |
SALT LAKE CITY UT |
| 8,740 |
| $168.4M |
| $3.5M |
| 5 | BEAZLEY USA SERVICES, INC. BEAZLEY USA SERVICES, INC. 401(K) PLAN | WEST HARTFORD CT | 990 | $160.9M | $3.1M |
| 6 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $2.4M |
| 7 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $1.8M |
| 8 | PUIG NORTH AMERICA, INC. PUIG NORTH AMERICA SALARY DEFERRAL PLAN | NEW YORK CITY NY | 507 | $34.1M | $1.6M |
| 9 | FORM TECHNOLOGIES, INC. FORM TECHNOLOGIES 401(K) PLAN | CHARLOTTE NC | 1,250 | $159.0M | $1.6M |
| 10 | PRINCE LOBEL TYE LLP PRINCE LOBEL TYE LLP 401(K) PLAN | BOSTON MA | 148 | $33.1M | $1.6M |
