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 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $1.2M |
| 2 | THE CEDARS OF MARIN THE CEDARS OF MARIN 403(B) DC PLAN | ROSS CA | 88 | $8.2M | $1.2M |
| 3 | 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 | $911K |
| 4 | SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | SAN FRANCISCO CA | 75 | $9.3M | $910K |
| 5 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $859K |
| 6 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $771K |
| 7 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $467K |
| 8 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $453K |
| 9 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $362K |
| 10 | THE BARRIE SCHOOL THE BARRIE SCHOOL RETIREMENT PLAN | SILVER SPRING MD | 120 | $6.9M | $352K |
