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 | BROOKWOOD SCHOOL BROOKWOOD SCHOOL 403(B) RETIREMENT PLAN | MANCHESTER MA | 77 | $31.1M | $1.7M |
| 2 | C.H.I.L.D., INC. C.H.I.L.D., INC. 403(B) RETIREMENT PLAN | WARWICK RI | 96 | $15.4M | $1.4M |
| 3 | THE BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN | BELMONT MA | 109 | $25.7M | $1.2M |
| 4 |
| CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN |
ASHBURNHAM MA |
| 172 |
| $53.7M |
| $1.1M |
| 5 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $887K |
| 6 | BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF | BALTIMORE MD | 277 | $50.7M | $556K |
| 7 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $427K |
| 8 | LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE MA | 171 | $58.0M | $407K |
| 9 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $133K |
| 10 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $38K |
