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 | $13.3M |
| 2 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $3.2M |
| 3 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $2.8M |
| 4 |
| VIMO, INC. VIMO, INC. 401(K) P/S PLAN |
MOUNTAIN VIEW CA |
| 939 |
| $30.9M |
| $2.7M |
| 5 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $2.0M |
| 6 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $1.5M |
| 7 | THE PROTECT DEMOCRACY PROJECT THE PROTECT DEMOCRACY PROJECT 401(K) PS PLAN | WASHINGTON DC | 119 | $11.9M | $1.3M |
| 8 | AXIOM CONSTRUCTION & CONSULTING, LLC AXIOM CONSTR & CONSULTING LLC 401(K) PS PLAN | LYNDEN WA | 188 | $9.7M | $1.1M |
| 9 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $989K |
| 10 | TALROO, INC. TALROO, INC. 401(K) P/S PLAN | AUSTIN TX | 69 | $9.9M | $935K |
