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 BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $361K |
| 2 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $289K |
| 3 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $232K |
| 4 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $227K |
| 5 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $223K |
| 6 | MAYFIELD JUNIOR SCHOOL MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 100 | $27.9M | $218K |
| 7 | THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $198K |
| 8 | HAWKEN SCHOOL HAWKEN SCHOOL RETIREMENT PLAN | GATES MILLS OH | 349 | $49.6M | $172K |
| 9 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $150K |
| 10 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $149K |
