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 | MINDBODY, INC. MINDBODY, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 1,000 | $122.8M | $2.4M |
| 2 | ADVERTISING SPECIALTY INSTITUTE, INC. COHN FAMILY CORPORATE PROFIT SHARING PLAN | TREVOSE PA | 407 | $82.6M | $2.3M |
| 3 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $2.1M |
| 4 |
| COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) |
CLEVELAND OH |
| 335 |
| $64.3M |
| $1.9M |
| 5 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW) | NEW YORK NY | 122 | $32.6M | $1.2M |
| 6 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $859K |
| 7 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $653K |
| 8 | FOUNDATION SOFTWARE, LLC FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | STRONGSVILLE OH | 505 | $42.9M | $535K |
| 9 | NITROGEN WEALTH, INC. NITROGEN WEALTH, INC. 401(K) PLAN | AUBURN CA | 107 | $12.5M | $186K |
| 10 | MALCO PRODUCTS, INC. MALCO PRODUCTS, INC. INCENTIVE SAVINGS PLAN AND TRUST | BARBERTON OH | 231 | $17.9M | $143K |
