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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $8.5M |
| 2 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $4.2M |
| 3 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $3.1M |
| 4 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $2.8M |
| 5 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. AUXILIARY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN | OSWEGO NY | 56 | $11.2M | $2.4M |
| 6 | MORRIS COLLEGE MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN | SUMTER SC | 193 | $18.9M | $2.2M |
| 7 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $2.1M |
| 8 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $1.4M |
| 9 | EDUCATION SUCCESS NETWORK, INC. EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN | ROCHESTER NY | 133 | $13.2M | $997K |
| 10 | THE MENNINGER CLINIC THE MENNINGER CLINIC 403(B) RETIREMENT SAVINGS PLAN | HOUSTON TX | 442 | $42.2M | $981K |
