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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $81.9M |
| 2 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $46.3M |
| 3 | SOUTHWESTERN LAW SCHOOL SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN | LOS ANGELES CA | 202 | $106.0M | $20.6M |
| 4 |
| BERKSHIRE SCHOOL, INC. TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL |
SHEFFIELD MA |
| 179 |
| $65.9M |
| $10.1M |
| 5 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $7.7M |
| 6 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $6.0M |
| 7 | LA JOLLA INSTITUTE FOR IMMUNOLOGY LA JOLLA INSTITUTE FOR IMMUNOLOGY RETIREMENT SAVINGS PLAN | LA JOLLA CA | 347 | $90.2M | $3.3M |
| 8 | OTIS COLLEGE OF ART AND DESIGN OTIS COLLEGE OF ART AND DESIGN 403(B) RETIREMENT PLAN | LOS ANGELES CA | 624 | $53.8M | $2.9M |
| 9 | JOBS FOR THE FUTURE, INC. JOBS FOR THE FUTURE, INC. RETIREMENT PLAN | BOSTON MA | 166 | $49.9M | $2.7M |
| 10 | THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE RONALD REAGAN PRESIDENTIAL FOUNDATION 403(B) DC PLAN | SIMI VALLEY CA | 96 | $13.5M | $519K |