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 | $2.2M |
| 2 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $936K |
| 3 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M |
| $860K |
| 4 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $609K |
| 5 | TEACHING MATTERS, INC. TEACHING MATTERS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 94 | $11.2M | $586K |
| 6 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $573K |
| 7 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $531K |
| 8 | COMMUNITIES IN SCHOOLS OF HOUSTON INC. COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN | HOUSTON TX | 233 | $8.1M | $531K |
| 9 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $503K |
| 10 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $486K |
