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 | GEORGE WALTON ACADEMY, INC GEORGE WALTON ACADEMY 403(B) DC PLAN | MONROE GA | 175 | $18.8M | $2.7M |
| 2 | THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE CA | 130 | $39.9M | $2.2M |
| 3 | POPULATION REFERENCE BUREAU POPULATION REFERENCE BUREAU RETIREMENT PLAN | WASHINGTON DC | 64 | $18.4M | $1.8M |
| 4 |
| HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN |
TOPPENISH WA |
| 257 |
| $23.6M |
| $1.5M |
| 5 | SEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 73 | $16.9M | $1.5M |
| 6 | KAI MING, INC. KAI MING, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 170 | $21.6M | $1.4M |
| 7 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $1.3M |
| 8 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $1.1M |
| 9 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $1.0M |
| 10 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $1.0M |
