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 |
| RWE CLEAN ENERGY SERVICES, LLC. RWE AMERICA 401(K) PLAN |
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 |
