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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $2.2M |
| 2 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $1.6M |
| 3 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M |
| $1.3M |
| 4 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $1.0M |
| 5 | MORRIS COLLEGE MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN | SUMTER SC | 193 | $18.9M | $902K |
| 6 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. AUXILIARY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN | OSWEGO NY | 56 | $11.2M | $873K |
| 7 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $869K |
| 8 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $588K |
| 9 | EDUCATION SUCCESS NETWORK, INC. EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN | ROCHESTER NY | 133 | $13.2M | $571K |
| 10 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $357K |
