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 | $148K |
| 2 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $81K |
| 3 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $78K |
| 4 |
| LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN |
SAN FRANCISCO CA |
| 136 |
| $32.2M |
| $74K |
| 5 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $70K |
| 6 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $60K |
| 7 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $60K |
| 8 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $58K |
| 9 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA | WASHINGTON DC | 128 | $28.0M | $45K |
| 10 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $43K |
