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 JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $4.1M |
| 2 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $3.8M |
| 3 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M |
| $2.3M |
| 4 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $1.6M |
| 5 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $1.4M |
| 6 | KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG IL | 355 | $110.3M | $1.3M |
| 7 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $1.3M |
| 8 | THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $1.3M |
| 9 | MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC MD | 143 | $31.9M | $1.1M |
| 10 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $1.1M |
