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 | $1.6M |
| 2 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $603K |
| 3 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M |
| $579K |
| 4 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $395K |
| 5 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $393K |
| 6 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $376K |
| 7 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN | HUDSON OH | 150 | $30.2M | $343K |
| 8 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $325K |
| 9 | MISSOURI HISTORICAL SOCIETY MISSOURI HISTORICAL SOCIETY PENSION PLAN | ST. LOUIS MO | 132 | $10.0M | $277K |
| 10 | OREGON COAST AQUARIUM RETIREMENT PLAN OREGON COAST AQUARIUM RETIREMENT PLAN | NEWPORT OR | 92 | $4.3M | $233K |
