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 NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $2.0M |
| 2 | MARIN ACADEMY MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 128 | $50.2M | $1.8M |
| 3 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $1.8M |
| 4 |
| BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 2,205 |
| $302.8M |
| $1.8M |
| 5 | THE MUSEUM OF FINE ARTS, HOUSTON THE MUSEUM OF FINE ARTS, HOUSTON RETIREMENT SAVINGS PLAN | HOUSTON TX | 770 | $67.6M | $1.7M |
| 6 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $1.7M |
| 7 | THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | OAKLAND CA | 93 | $49.7M | $1.6M |
| 8 | FRONTIER NURSING UNIVERSITY FRONTIER NURSING UNIVERSITY 401(K) RETIREMENT PLAN | VERSAILLES KY | 254 | $34.7M | $1.6M |
| 9 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $1.6M |
| 10 | THE NEW-YORK HISTORICAL SOCIETY THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN | NEW YORK NY | 217 | $35.8M | $1.5M |
