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 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $7.3M |
| 2 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $6.0M |
| 3 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M |
| $5.4M |
| 4 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $2.1M |
| 5 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $1.6M |
| 6 | MAN ENERGY SOLUTIONS USA INC. MAN ENERGY SOLUTIONS USA INC. 401(K) PLAN | BROOKSHIRE TX | 303 | $54.1M | $734K |
| 7 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $465K |
| 8 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $44K |
| 9 | MARINO MANAGEMENT, LLC MARINO MANAGEMENT, LLC 401(K) PLAN | WESTPORT CT | 195 | $25.0M | $10K |
| 10 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 166 | $20.7M | $9K |
