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 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $32.9M |
| 2 | LAFAYETTE COLLEGE LAFAYETTE COLLEGE RETIREMENT PLAN | EASTON PA | 1,206 | $479.4M | $23.1M |
| 3 | COLLEGE OF ST. SCHOLASTICA, INC. THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN | DULUTH MN | 685 | $138.3M | $10.7M |
| 4 |
| AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MINNEAPOLIS MN |
| 705 |
| $149.4M |
| $9.9M |
| 5 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 382 | $193.1M | $9.5M |
| 6 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $9.0M |
| 7 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $6.4M |
| 8 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $4.5M |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $4.0M |
| 10 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $3.3M |
