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 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $2.5M |
| 2 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $720K |
| 3 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $55K |
| 4 |
| GOLDBERG COMPANIES, INC. GOLDBERG COMPANIES, INC. 401(K) PLAN |
BEACHWOOD OH |
| 262 |
| $13.4M |
| $21K |
| 5 | SO. CAL. DENTAL PARTNERS, INC. SO. CAL. DENTAL PARTNERS, INC. RETIREMENT PLAN | LAKE FOREST CA | 123 | $3.9M | $10K |