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 BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $1.5M |
| 2 | THE WEBB SCHOOLS THE WEBB SCHOOLS TAX-DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | CLAREMONT CA | 139 | $36.5M | $665K |
| 3 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $651K |
| 4 |
| THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLYN NY |
| 264 |
| $111.3M |
| $585K |
| 5 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $457K |
| 6 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $336K |
| 7 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $331K |
| 8 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $319K |
| 9 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $289K |
| 10 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $265K |
