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 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $1.6M |
| 2 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $1.4M |
| 3 | HEBREW ACADEMY OF NASSAU COUNTY HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN | WEST HEMPSTEAD NY | 126 | $37.8M | $1.3M |
| 4 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $980K |
| 5 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $855K |
| 6 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $742K |
| 7 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $683K |
| 8 | SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | SAN FRANCISCO CA | 75 | $9.3M | $486K |
| 9 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $484K |
| 10 | THE CHILD SCHOOL THE CHILD SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | ROOSEVELT ISLAND NY | 132 | $9.8M | $454K |
