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 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $270K |
| 2 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $221K |
| 3 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $149K |
| 4 |
NEW YORK NY |
| 128 |
| $29.0M |
| $97K |
| 5 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $96K |
| 6 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO CA | 367 | $53.4M | $89K |
| 7 | THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN | WHITE PLAINS NY | 62 | $22.0M | $63K |
| 8 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $63K |
| 9 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA, INC. 403(B) DC PLAN | CAMP HILL PA | 741 | $9.5M | $60K |
| 10 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $54K |
