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 | MARIN ACADEMY MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 128 | $50.2M | $3.9M |
| 2 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $3.9M |
| 3 | THE PIKE SCHOOL, INC. THE PIKE SCHOOL, INC. RETIREMENT PLAN | ANDOVER MA | 142 | $35.5M | $3.1M |
| 4 |
| THE MUSEUM OF FINE ARTS, HOUSTON THE MUSEUM OF FINE ARTS, HOUSTON RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 770 |
| $67.6M |
| $2.9M |
| 5 | TAMPA PREPARATORY SCHOOL, INC. TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN | TAMPA FL | 108 | $24.7M | $2.9M |
| 6 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $2.9M |
| 7 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $2.8M |
| 8 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $2.7M |
| 9 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $2.7M |
| 10 | CATE SCHOOL TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL | CARPINTERIA CA | 135 | $41.0M | $2.6M |
