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 | CARE DESIGN NY, LLC CARE DESIGN NY 401(K) PLAN | ALBANY NY | 1,134 | $50.6M | $9.7M |
| 2 | SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 392 | $34.3M | $4.3M |
| 3 | VERKADA, INC. VERKADA 401(K) PLAN | SAN MATEO CA | 1,735 | $53.4M | $3.7M |
| 4 |
AUSTIN TX |
| 1,847 |
| $206.1M |
| $3.1M |
| 5 | WISDOMTREE, INC WISDOMTREE, INC 401(K) RETIREMENT PLAN | NEW YORK NY | 195 | $45.1M | $2.7M |
| 6 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $2.5M |
| 7 | ORIGAMI RISK LLC ORIGAMI RISK 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 867 | $75.4M | $2.2M |
| 8 | MYCO MECHANICAL, INC. MYCO MECHANICAL, INC. 401(K) RETIREMENT PLAN | TELFORD PA | 202 | $40.8M | $2.0M |
| 9 | INSIDER, INC. INSIDER, INC. 401(K) PLAN | NEW YORK NY | 810 | $91.7M | $2.0M |
| 10 | ADVANSIX INC. ADVANSIX INC SAVINGS PLAN | PARSIPPANY NJ | 1,435 | $173.1M | $1.9M |
