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 | LAFAYETTE COLLEGE LAFAYETTE COLLEGE RETIREMENT PLAN | EASTON PA | 1,206 | $479.4M | $15.5M |
| 2 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $11.3M |
| 3 | COLLEGE OF ST. SCHOLASTICA, INC. THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN | DULUTH MN | 685 | $138.3M | $5.2M |
| 4 |
| ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
ST. PAUL MN |
| 1,014 |
| $178.2M |
| $4.9M |
| 5 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $4.6M |
| 6 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $4.6M |
| 7 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $4.3M |
| 8 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $3.7M |
| 9 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $3.1M |
| 10 | PROVIDENCE ACADEMY PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | PLYMOUTH MN | 134 | $22.2M | $2.0M |
