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 | ANKURA CONSULTING GROUP, LLC ANKURA CONSULTING GROUP, LLC SAVINGS PLAN | WASHINGTON DC | 1,376 | $230.5M | $8.5M |
| 2 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $5.4M |
| 3 | PREFERRED BANK PREFERRED BANK 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 312 | $58.8M | $2.9M |
| 4 |
| INTEGRATED MANAGEMENT SERVICES INTEGRATED MANAGEMENT SERVICES 401(K) PLAN |
BOWLING GREEN KY |
| 188 |
| $20.9M |
| $1.2M |
| 5 | SOUND POINT CAPITAL MANAGEMENT SOUND POINT CAPITAL MANAGEMENT, LP 401(K) PROFIT SHARING PLAN A | NEW YORK NY | 188 | $23.0M | $1.1M |
| 6 | ANAVATION LLC ANAVATION LLC 401(K) PLAN AND PROFIT SHARING | RESTON VA | 209 | $26.3M | $913K |
| 7 | BECHT ENGINEERING CO., INC. BECHT ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN | LIBERTY CORNER NJ | 184 | $29.4M | $867K |
| 8 | REVLOCAL, LLC REVLOCAL, LLC PROFIT SHARING & 401(K) PLAN | WESTERVILLE OH | 300 | $24.0M | $776K |
| 9 | BEST EGG SERVICES, LLCF/K/A MA BEST EGG 401(K) PLAN | WILMINGTON DE | 506 | $52.3M | $737K |
| 10 | APPEN AI INC APPEN AI INC RETIREMENT PLAN | KIRKLAND WA | 150 | $18.7M | $641K |
