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 | HEBREW ACADEMY OF NASSAU COUNTY HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN | WEST HEMPSTEAD NY | 126 | $37.8M | $569K |
| 2 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $458K |
| 3 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $288K |
| 4 |
| THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN |
SAN FRANCISCO CA |
| 94 |
| $22.8M |
| $268K |
| 5 | PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | PAUL SMITHS NY | 112 | $30.2M | $250K |
| 6 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $231K |
| 7 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $180K |
| 8 | HOMEBRIDGE, INC. HOMEBRIDGE 403(B) PLAN | SAN FRANCISCO CA | 504 | $8.8M | $158K |
| 9 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $128K |
| 10 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $93K |
