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 | BARRACUDA NETWORKS, INCORPORATED BARRACUDA NETWORKS 401(K) PLAN | CAMPBELL CA | 888 | $134.4M | $25.2M |
| 2 | INSITU, INC. INSITU, INC. 401(K) PLAN | BINGEN WA | 527 | $144.0M | $9.4M |
| 3 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $9.1M |
| 4 |
| NETSKOPE NETSKOPE RETIREMENT SAVINGS PLAN |
SANTA CLARA CA |
| 990 |
| $104.2M |
| $8.9M |
| 5 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $4.0M |
| 6 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $3.8M |
| 7 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $3.6M |
| 8 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 166 | $20.7M | $3.4M |
| 9 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $2.6M |
| 10 | MARINO MANAGEMENT, LLC MARINO MANAGEMENT, LLC 401(K) PLAN | WESTPORT CT | 195 | $25.0M | $2.0M |
