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 | $1.1M |
| 2 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $826K |
| 3 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $605K |
| 4 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $583K |
| 5 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $557K |
| 6 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $521K |
| 7 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $514K |
| 8 | THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE CA | 130 | $39.9M | $501K |
| 9 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $492K |
| 10 | MOUNT ALOYSIUS COLLEGE MOUNT ALOYSIUS COLLEGE CONSOLIDATED RETIREMENT PLA | CRESSON PA | 168 | $41.7M | $478K |
