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 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $8.7M |
| 2 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $8.5M |
| 3 | NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 990 | $104.2M | $7.9M |
| 4 |
| SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN |
SAUSALITO CA |
| 215 |
| $89.0M |
| $6.4M |
| 5 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $6.1M |
| 6 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $4.0M |
| 7 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $3.5M |
| 8 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 166 | $20.7M | $2.6M |
| 9 | MAN ENERGY SOLUTIONS USA INC. MAN ENERGY SOLUTIONS USA INC. 401(K) PLAN | BROOKSHIRE TX | 303 | $54.1M | $2.2M |
| 10 | SUSMAN GODFREY L.L.P. SUSMAN GODFREY 401(K)/RETIREMENT SAVINGS PLAN | HOUSTON TX | 365 | $229.8M | $1.0M |
