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 | $582K |
| 2 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $438K |
| 3 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $146K |
| 4 | KINGSLEY MONTESSORI SCHOOL KINGSLEY MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 64 | $8.6M | $81K |
| 5 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $73K |
| 6 | LE JARDIN ACADEMY LE JARDIN ACADEMY 403(B) DC PLAN | KAILUA HI | 311 | $25.0M | $46K |
| 7 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $11K |
| 8 | A.A. WORLD SERVICES, INC. A.A. WORLD SERVICES, INC. AND A.A. GRAPEVINE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 103 | $7.7M | $10K |
| 9 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $3K |