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 | INSTITUTE FOR THE FUTURE INSTITUTE FOR THE FUTURE DC PLAN | PALO ALTO CA | 35 | $27.8M | $1.3M |
| 2 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $898K |
| 3 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN | WEST NEWTON MA | 334 | $56.6M | $838K |
| 4 |
| UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN |
PORTLAND OR |
| 93 |
| $39.0M |
| $736K |
| 5 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $696K |
| 6 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $546K |
| 7 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $421K |
| 8 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $380K |
| 9 | HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR CA | 84 | $23.5M | $354K |
| 10 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $353K |
