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 | $50.9M |
| 2 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $22.3M |
| 3 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $19.7M |
| 4 |
NEW YORK NY |
| 738 |
| $71.8M |
| $13.7M |
| 5 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $13.5M |
| 6 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $13.4M |
| 7 | DEVRY UNIVERSITY, INC. DEVRY UNIVERSITY 401(K) SAVINGS PLAN | LISLE IL | 1,349 | $219.4M | $11.3M |
| 8 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $11.1M |
| 9 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 2,432 | $170.2M | $8.6M |
| 10 | POINT B, INC. POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | SEATTLE WA | 537 | $152.2M | $7.8M |
