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 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $1.2M |
| 2 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $835K |
| 3 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $802K |
| 4 |
| HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN |
SHAKER HEIGHTS OH |
| 267 |
| $51.8M |
| $755K |
| 5 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $739K |
| 6 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $694K |
| 7 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $627K |
| 8 | MOUNT ALOYSIUS COLLEGE MOUNT ALOYSIUS COLLEGE CONSOLIDATED RETIREMENT PLA | CRESSON PA | 168 | $41.7M | $579K |
| 9 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $501K |
| 10 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $488K |
