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 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $4.5M |
| 2 | OUP USA OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 326 | $72.6M | $4.2M |
| 3 | THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD OUP USA THRIFT PLAN | NEW YORK NY | 245 | $29.5M | $3.8M |
| 4 |
| HEALTHPORT, INC. HEALTHPORT, INC. 401(K) PLAN |
SALISBURY MD |
| 143 |
| $4.8M |
| $711K |
| 5 | CAPITOL COUNTY CHILDRENS COLLAB EMPLOYEE BENEFIT PLAN OF CAPITOL COUNTY CHILDREN'S COLLABORATIVE | HAMILTON NJ | 94 | $7.1M | $589K |
