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 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $12.5M |
| 2 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 | $287.5M | $3.5M |
| 3 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD |
| 1,034 |
| $104.3M |
| $3.4M |
| 4 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.5M |
| 5 | THE WHEELER SCHOOL THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PROVIDENCE RI | 220 | $70.3M | $1.1M |
| 6 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $935K |
| 7 | TCS EDUCATION SYSTEM THE COMMUNITY SOLUTION 403(B) PLAN | CHICAGO IL | 1,267 | $128.9M | $297K |
| 8 | WINCHENDON SCHOOL WINCHENDON SCHOOL 403(B) RETIREMENT PLAN | WINCHENDON MA | 151 | $15.7M | $98K |
| 9 | PRESBYTERIAN SCHOOL PRESBYTERIAN SCHOOL 403(B) PLAN | HOUSTON TX | 167 | $22.3M | $93K |
| 10 | THE PRESERVATION SOCIETY OF NEWPORT COUNTY THE PRESERVATION SOCIETY OF NEWPORT COUNTY RETIREMENT SAVINGS PLAN | NEWPORT RI | 237 | $15.1M | $41K |
