Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus AllianzGI Technology Fund Mutual Fund in their Schedule of Assets, totaling $38.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $37.7M |
| 2 | EHOB, INC. EHOB CORPORATION 401(K) PLAN | INDIANAPOLIS IN | 286 | $15.4M | $291K |
