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 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN | NEW YORK NY | 676 | $599.0M | $5.2M |
| 2 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $5.0M |
| 3 | SAINT JOSEPH'S UNIVERSITY SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN | PHILADELPHIA PA | 2,380 | $553.5M | $3.6M |
| 4 |
| TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 45,420 |
| $3.6B |
| $3.4M |
| 5 | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN | WASHINGTON DC | 311 | $81.9M | $3.1M |
| 6 | RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE RI | 1,446 | $277.4M | $2.6M |
| 7 | AMBER CHARTER SCHOOL AMBER CHARTER SCHOOL 403(B) DC PLAN | BRONX NY | 177 | $9.7M | $2.5M |
| 8 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN | LEWISTON ME | 750 | $173.0M | $2.2M |
| 9 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $2.0M |
| 10 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBUS OH | 548 | $114.3M | $1.7M |
