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 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $3.5M |
| 2 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $2.8M |
| 3 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | FLUSHING NY | 162 |
| $57.7M |
| $2.3M |
| 4 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $1.5M |
| 5 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $784K |
| 6 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN | ROCHESTER NY | 83 | $18.3M | $347K |
| 7 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $61K |
