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 ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE CA | 130 | $39.9M | $6.7M |
| 2 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $6.4M |
| 3 | GEORGE WALTON ACADEMY, INC GEORGE WALTON ACADEMY 403(B) DC PLAN | MONROE GA | 175 | $18.8M | $5.5M |
| 4 |
SEATTLE WA |
| 73 |
| $16.9M |
| $4.1M |
| 5 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $3.5M |
| 6 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $3.0M |
| 7 | POPULATION REFERENCE BUREAU POPULATION REFERENCE BUREAU RETIREMENT PLAN | WASHINGTON DC | 64 | $18.4M | $2.6M |
| 8 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $2.5M |
| 9 | FINGER LAKES UNITED CEREBRAL PALSY, INC. ABILITY PARTNERS RETIREMENT PLAN | GENEVA NY | 795 | $23.3M | $2.3M |
| 10 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $2.3M |
