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 |
| SPRINKLR, INC. SPRINKLR 401(K) PLAN |
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 |
