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 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $88.9M |
| 2 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $78.6M |
| 3 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN | NEW YORK NY | 676 | $599.0M | $62.0M |
| 4 |
| TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN |
PHILADELPHIA PA |
| 45,420 |
| $3.6B |
| $38.3M |
| 5 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. AURA, INC. MONEY PURCHASE PENSION PLAN AND TRUST | WASHINGTON DC | 1,591 | $428.1M | $31.7M |
| 6 | HARDING UNIVERSITY HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEARCY AR | 661 | $201.9M | $29.9M |
| 7 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $25.1M |
| 8 | ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME IN | 849 | $143.7M | $22.8M |
| 9 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN | LEWISTON ME | 750 | $173.0M | $22.4M |
| 10 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $18.9M |
