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 | $5.4M |
| 2 | SEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 73 | $16.9M | $2.7M |
| 3 | THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE CA | 130 | $39.9M | $2.5M |
| 4 |
| BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN |
GAINESVILLE GA |
| 369 |
| $67.5M |
| $2.3M |
| 5 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $2.2M |
| 6 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $2.1M |
| 7 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $2.0M |
| 8 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $1.6M |
| 9 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN | SEATTLE WA | 108 | $20.9M | $1.6M |
| 10 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $1.4M |
