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 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $952K |
| 2 | THE BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN | BELMONT MA | 109 | $25.7M | $875K |
| 3 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $617K |
| 4 |
| BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF |
BALTIMORE MD |
| 277 |
| $50.7M |
| $353K |
| 5 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $340K |
