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 | $411K |
| 2 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $379K |
| 3 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $369K |
| 4 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $310K |
| 5 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $306K |
| 6 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $225K |
| 7 | HAWKEN SCHOOL HAWKEN SCHOOL RETIREMENT PLAN | GATES MILLS OH | 349 | $49.6M | $216K |
| 8 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $201K |
| 9 | VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG VA | 83 | $16.9M | $171K |
| 10 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $164K |
