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 | TERC, INC. TERC, INC. DC RETIREMENT PLAN | CAMBRIDGE MA | 83 | $52.7M | $579K |
| 2 | OLD STURBRIDGE INC. OLD STURBRIDGE VILLAGE 403B DC PLAN | STURBRIDGE MA | 281 | $15.3M | $517K |
| 3 | CITIZEN SCHOOLS, INC. CITIZEN SCHOOLS, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 242 | $6.0M | $441K |
| 4 |
SPRINGFIELD MA |
| 1,339 |
| $42.1M |
| $349K |
| 5 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $122K |
| 6 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 168 | $18.1M | $113K |
| 7 | THE NATIONAL ORGANIZATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF THE NATIONAL ORGANIZATION FOR RARE DISORDERS, INC. | DANBURY CT | 114 | $9.9M | $9K |
