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 | ALTERYX, INC. ALTERYX, INC. RETIREMENT SAVINGS PLAN | IRVINE CA | 1,101 | $208.2M | $1.8M |
| 2 | DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON CT | 284 | $27.3M | $527K |
| 3 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $294K |
| 4 |
| CLIMB GLOBAL SOLUTIONS, INC. CLIMB GLOBAL SOLUTIONS, INC. 401(K) |
EATONTOWN NJ |
| 207 |
| $18.1M |
| $235K |
| 5 | COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 148 | $31.9M | $230K |
| 6 | IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEES INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 305 PENSION PLAN | FORT WAYNE IN | 861 | $99.0M | $161K |
| 7 | JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. JEWISH COMMUNITY CENTERS OF GREATER BOSTON, INC. 403(B) RETIREMENT PLAN | NEWTON MA | 208 | $8.1M | $30K |
| 8 | NORTH CAROLINA NEPHROLOGY, P.A. NORTH CAROLINA NEPHROLOGY, P. A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 108 | $41.2M | $2K |