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 | THE DAY & ZIMMERMANN GROUP, INC. DAY & ZIMMERMANN RETIREMENT PLAN | PHILADELPHIA PA | 4,384 | $487.3M | $23.2M |
| 2 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $16.9M |
| 3 | CLARKSON EYECARE, INC. EYECARE PARTNERS 401(K) PLAN | BALLWIN MO | 7,775 | $511.8M | $3.7M |
| 4 |
| SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST |
CARROLLTON GA |
| 676 |
| $42.6M |
| $2.1M |
| 5 | RENAISSANCERE HOLDINGS LTD. RENAISSANCERE HOLDINGS LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 284 | $113.3M | $1.8M |
| 6 | JOHN STAURULAKIS, LLC JOHN STAURULAKIS LLC CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN | GREENBELT MD | 556 | $62.6M | $1.2M |
| 7 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $871K |
| 8 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $733K |
| 9 | H.L. YOH COMPANY LLC THE 401(K) RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES | PHILADELPHIA PA | 5,263 | $43.9M | $689K |
| 10 | UDEMY INC. UDEMY INC. RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 791 | $98.5M | $365K |
