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 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $1.6M |
| 2 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $1.6M |
| 3 | ACADEMYHEALTH ACADEMYHEALTH RETIREMENT PLAN | WASHINGTON DC | 139 | $24.0M | $1.3M |
| 4 |
| LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN |
SAN FRANCISCO CA |
| 136 |
| $32.2M |
| $1.1M |
| 5 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $1.1M |
| 6 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS THE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 309 | $44.2M | $1.0M |
| 7 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $843K |
| 8 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $735K |
| 9 | INTERNATIONAL CENTER FOR TRANSITIONAL JUSTICE - 403 (B) PLAN INTERNATIONAL CENTER FOR TRANSITIONAL JUSTICE - 403 (B) PLAN | NEW YORK NY | 20 | $11.4M | $714K |
| 10 | THE MUSEUM OF JEWISH HERITAGE THE MUSEUM OF JEWISH HERITAGE 403(B) DC PLAN | NEW YORK NY | 59 | $7.2M | $669K |
