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 | $39.7M |
| 2 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI | 1,655 | $285.1M | $23.1M |
| 3 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $19.6M |
| 4 |
SANTA CLARA CA |
| 2,217 |
| $154.7M |
| $19.3M |
| 5 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $18.5M |
