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 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $43.1M |
| 2 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $10.5M |
| 3 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $10.2M |
| 4 | IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 541 | $202.7M | $9.6M |
| 5 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $6.7M |
