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 | $27.8M |
| 2 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $15.6M |
| 3 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 |
| $287.5M |
| $13.0M |
| 4 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $8.9M |
| 5 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $7.8M |
| 6 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,034 | $104.3M | $6.2M |
| 7 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $4.1M |
| 8 | PRESBYTERIAN SCHOOL PRESBYTERIAN SCHOOL 403(B) PLAN | HOUSTON TX | 167 | $22.3M | $2.8M |
| 9 | ALBERTUS MAGNUS COLLEGE ALBERTUS MAGNUS COLLEGE DC RETIREMENT PLAN | NEW HAVEN CT | 153 | $48.1M | $2.7M |
| 10 | POMFRET SCHOOL POMFRET SCHOOL 403(B) RETIREMENT PLAN | POMFRET CT | 180 | $48.3M | $2.5M |
