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 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $21.2M |
| 2 | HOULIHAN LOKEY HOULIHAN LOKEY RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,648 | $396.4M | $14.5M |
| 3 | HAMILTON LANE ADVISORS, LLC HAMILTON LANE ADVISORS, LLC 401(K) PLAN | CONSHOHOCKEN PA | 599 | $94.9M | $2.5M |
| 4 |
| 3V SIGMA USA INC. 3V SIGMA USA INC. PROFIT SHARING / 401K PLAN |
GEORGETOWN SC |
| 162 |
| $17.6M |
| $1.4M |
| 5 | PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUND | GOODLETTSVILLE TN | 597 | $166.0M | $205K |
