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 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $1.8M |
| 2 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.7M |
| 3 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $1.1M |
| 4 |
| RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN |
WASHINGTON DEPOT CT |
| 100 |
| $19.9M |
| $1.0M |
| 5 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $1.0M |
| 6 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $974K |
| 7 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $966K |
| 8 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $943K |
| 9 | MEADOWBROOK SCHOOL OF WESTON MEADOWBROOK SCHOOL DC RETIREMENT PLAN | WESTON MA | 94 | $27.6M | $870K |
| 10 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $712K |
