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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $3.3M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.1M |
| 3 | VIMO, INC. VIMO, INC. 401(K) P/S PLAN | MOUNTAIN VIEW CA | 939 | $30.9M | $1.4M |
| 4 |
BERKELEY CA |
| 332 |
| $28.8M |
| $1.3M |
| 5 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $925K |
| 6 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $677K |
| 7 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $589K |
| 8 | MILK + HONEY HOLDINGS, LLC MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN | AUSTIN TX | 536 | $5.8M | $553K |
| 9 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $506K |
| 10 | HUGHES CIRCUITS HUGHES CIRCUITS 401(K) PLAN | SAN MARCOS CA | 221 | $12.5M | $452K |