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 | $24.6M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $7.8M |
| 3 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 |
| $317.9M |
| $4.7M |
| 4 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 | $287.5M | $4.0M |
| 5 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $3.6M |
| 6 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,034 | $104.3M | $3.6M |
| 7 | POMFRET SCHOOL POMFRET SCHOOL 403(B) RETIREMENT PLAN | POMFRET CT | 180 | $48.3M | $1.7M |
| 8 | THE WHEELER SCHOOL THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PROVIDENCE RI | 220 | $70.3M | $1.6M |
| 9 | ALBERTUS MAGNUS COLLEGE ALBERTUS MAGNUS COLLEGE DC RETIREMENT PLAN | NEW HAVEN CT | 153 | $48.1M | $1.5M |
| 10 | CALIFORNIA INSTITUTE OF THE ARTS CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN | VALENCIA CA | 502 | $97.0M | $1.4M |
