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 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $9.5M |
| 2 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $8.2M |
| 3 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT |
| 166 |
| $49.4M |
| $7.0M |
| 4 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $6.4M |
| 5 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $6.1M |
| 6 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $6.0M |
| 7 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $5.9M |
| 8 | DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM MA | 79 | $26.7M | $5.0M |
| 9 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $4.8M |
| 10 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $4.2M |
