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 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $4.8M |
| 2 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $762K |
| 3 | ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES 403(B) PLAN | ALBANY NY | 327 | $96.2M |
| $578K |
| 4 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $379K |
| 5 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM NC | 67 | $24.2M | $268K |
| 6 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM NC | 160 | $8.9M | $195K |
| 7 | SHORECREST PREPARATORY SCHOOL SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN | ST. PETERSBURG FL | 202 | $23.0M | $60K |
| 8 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $45K |
| 9 | HIGH MEADOWS SCHOOL, INC. HIGH MEADOWS SCHOOL, INC. 403(B) | ROSWELL GA | 64 | $10.5M | $11K |
