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 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $4.2M |
| 2 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $3.7M |
| 3 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $2.1M |
| 4 |
| NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SAN FRANCISCO CA |
| 537 |
| $115.7M |
| $1.8M |
| 5 | B. J. BALDWIN ELECTRIC, INC. B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | NARVON PA | 394 | $28.1M | $1.5M |
| 6 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | LAS VEGAS NV | 1,784 | $75.3M | $719K |
| 7 | CENTURY DISTRIBUTION SYSTEMS, INC. CENTURY DISTRIBUTION SYSTEMS, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN | GLEN ALLEN VA | 128 | $28.4M | $615K |
| 8 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $540K |
| 9 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN | DAVENPORT IA | 232 | $30.9M | $516K |
| 10 | APEX DERMATOLOGY AND SKIN SURGERY CENTER, LLC APEX DERMATOLOGY AND SKIN SURGERY CENTER, LLC PROFIT SHARING PLAN | BEACHWOOD OH | 299 | $9.8M | $415K |
