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 | $162K |
| 2 | MODERN TREASURY CORP. MODERN TREASURY 401(K) PLAN | SAN FRANCISCO CA | 176 | $9.4M | $89K |
| 3 | SHOPMONKEY INC. SHOPMONKEY 401(K) PLAN | MORGAN HILL CA | 155 | $5.4M | $43K |
| 4 |
SAN JOSE CA |
| 124 |
| $7.1M |
| $40K |
| 5 | INSURIFY, INC INSURIFY 401(K) PLAN | CAMBRIDGE MA | 137 | $5.9M | $32K |
| 6 | MARGINEDGE CO MARGINEDGE 401(K) PLAN | ARLINGTON VA | 239 | $9.7M | $31K |
| 7 | SCHVEY INC. AXONI 401(K) PLAN | NEW YORK NY | 40 | $4.8M | $24K |
| 8 | AUTOFI, INC. AUTOFI 401(K) PLAN | SAN FRANCISCO CA | 153 | $7.1M | $23K |
| 9 | XY PLANNING NETWORK, LLC XY PLANNING 401(K) PLAN | BOZEMAN MT | 87 | $5.5M | $18K |
| 10 | STENO AGENCY, INC. STENO AGENCY 401(K) PLAN | LOS ANGELES CA | 389 | $6.1M | $15K |
