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 | GUIDELINE, INC. GUIDELINE 401(K) PLAN | BURLINGAME CA | 398 | $35.2M | $3.0M |
| 2 | URSA MAJOR TECHNOLOGIES, INC URSA MAJOR TECHNOLOGIES 401(K) PLAN | BERTHOUD CO | 240 | $11.2M | $1.0M |
| 3 | MARGINEDGE CO MARGINEDGE 401(K) PLAN | ARLINGTON VA | 239 | $9.7M | $856K |
| 4 |
SAN FRANCISCO CA |
| 176 |
| $9.4M |
| $783K |
| 5 | AUNT BERTHA, A PUBLIC BENEFIT CORPORATION AUNT BERTHA 401(K) PLAN | AUSTIN TX | 199 | $7.8M | $698K |
| 6 | NILE GLOBAL, INC NILE GLOBAL, INC 401(K) PLAN | SAN JOSE CA | 124 | $7.1M | $594K |
| 7 | XY PLANNING NETWORK, LLC XY PLANNING 401(K) PLAN | BOZEMAN MT | 87 | $5.5M | $517K |
| 8 | AUTOFI, INC. AUTOFI 401(K) PLAN | SAN FRANCISCO CA | 153 | $7.1M | $508K |
| 9 | INSURIFY, INC INSURIFY 401(K) PLAN | CAMBRIDGE MA | 137 | $5.9M | $502K |
| 10 | SHOPMONKEY INC. SHOPMONKEY 401(K) PLAN | MORGAN HILL CA | 155 | $5.4M | $429K |
