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 | NOVOGRADAC & COMPANY LLP NOVOGRADAC & COMPANY LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 772 | $136.5M | $10.6M |
| 2 | THEKEY THEKEY 401(K) PLAN | LA JOLLA CA | 9,548 | $32.3M | $4.6M |
| 3 | PIVOT BIO PIVOT BIO 401(K) P/S PLAN | BERKELEY CA | 332 | $28.8M | $3.1M |
| 4 |
MOUNTAIN VIEW CA |
| 939 |
| $30.9M |
| $3.1M |
| 5 | JAMA SOFTWARE, INC. JAMA SOFTWARE, INC 401(K) PLAN | PORTLAND OR | 191 | $30.2M | $2.2M |
| 6 | SFE INTERMEDIATE HOLDCO, LLC. SOUTHWEST FOODSERVICE EXCELLENCE 401(K) PLAN | SCOTTSDALE AZ | 8,163 | $12.5M | $2.2M |
| 7 | MOBIUS CONSULTING, LLC MOBIUS CONSULTING, LLC 401(K) P/S PLAN | ALEXANDRIA VA | 233 | $14.5M | $1.6M |
| 8 | CONFLUENT HOLDINGS, LLC CONFLUENT HOLDINGS 401(K) PLAN | ST LOUIS MO | 713 | $22.5M | $1.4M |
| 9 | MILK + HONEY HOLDINGS, LLC MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN | AUSTIN TX | 536 | $5.8M | $1.2M |
| 10 | ARMED FORCES INSURANCE EXCHANGE ARMED FORCES INSURANCE RETIREMENT SAVINGS PLAN | LEAVENWORTH KS | 135 | $42.6M | $1.1M |
