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 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $25.0M |
| 2 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $23.6M |
| 3 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $19.0M |
| 4 |
HOUSTON TX |
| 54 |
| $151.0M |
| $14.4M |
| 5 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $14.1M |
| 6 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $12.7M |
| 7 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $10.8M |
| 8 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $10.7M |
| 9 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $9.9M |
| 10 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 2,432 | $170.2M | $8.8M |
