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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $87.4M |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $10.3M |
| 3 | PEPPERDINE UNIVERSITY PEPPERDINE UNIVERSITY RETIREMENT PLAN | MALIBU CA | 2,003 | $633.5M | $3.9M |
| 4 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $2.3M |
| 5 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $1.6M |
| 6 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $940K |
| 7 | UNIVERSITY OF MARYLAND FOUNDATION, INC. UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN | ADELPHI MD | 25 | $6.9M | $326K |
| 8 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $277K |
| 9 | SOUTHERN RESEARCH INSTITUTE SOUTHERN RESEARCH INSTITUTE 401(K) PLAN | BIRMINGHAM AL | 212 | $96.6M | $142K |
| 10 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $38K |
