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 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $6.2M |
| 2 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $5.8M |
| 3 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $5.3M |
| 4 |
| DOMINICAN UNIVERSITY OF CALIFORNIA DOMINICAN UNIVERSITY OF CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN RAFAEL CA |
| 488 |
| $101.5M |
| $4.4M |
| 5 | LYNN UNIVERSITY, INC. LYNN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 544 | $88.4M | $4.3M |
| 6 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $4.0M |
| 7 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $3.7M |
| 8 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $3.4M |
| 9 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $3.1M |
| 10 | CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY W. M. KECK OBSERVATORY 403(B) RETIREMENT PLAN | KAMUELA HI | 147 | $80.8M | $3.0M |
