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 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $10.4M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $8.1M |
| 3 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $3.4M |
| 4 |
| ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN |
VIENNA VA |
| 616 |
| $204.8M |
| $3.3M |
| 5 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $2.7M |
| 6 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON MA | 502 | $121.6M | $2.5M |
| 7 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $195K |
