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 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $568K |
| 2 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $250K |
| 3 | SAGE HILL SCHOOL SAGE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWPORT COAST CA | 120 | $29.0M | $208K |
| 4 | THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA CA | 77 | $20.5M | $5K |
