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 | $628K |
| 2 | THE BRIARWOOD SCHOOL THE BRIARWOOD SCHOOL TDA PLAN | HOUSTON TX | 101 | $8.6M | $505K |
| 3 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN | HUDSON OH | 150 | $30.2M | $337K |
| 4 |
| CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN |
LOS ANGELES CA |
| 110 |
| $33.6M |
| $259K |
| 5 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $257K |
