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 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $245K |
| 2 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $191K |
| 3 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $180K |
| 4 |
| URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN FRANCISCO CA |
| 97 |
| $42.4M |
| $107K |
| 5 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $88K |
| 6 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA | WASHINGTON DC | 128 | $28.0M | $74K |
| 7 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $69K |
| 8 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $68K |
| 9 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $51K |
| 10 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA, INC. 403(B) DC PLAN | CAMP HILL PA | 741 | $9.5M | $39K |
