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 | $2.3M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $1.5M |
| 3 | LIVINGSTONE COLLEGE LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN | SALISBURY NC | 184 | $10.4M | $996K |
| 4 |
| REDWOOD DAY SCHOOL REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
OAKLAND CA |
| 90 |
| $17.7M |
| $935K |
| 5 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA GA | 293 | $67.1M | $802K |
| 6 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $696K |
| 7 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $651K |
| 8 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $572K |
| 9 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $384K |
| 10 | THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $312K |
