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 | NORTHWESTERN COLLEGE NORTHWESTERN COLLEGE 403(B) DC PLAN | ORANGE CITY IA | 296 | $48.6M | $2.4M |
| 2 | UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS DEFINED CONTRIBUTION PLAN | SAINT LOUIS MO | 239 | $69.4M | $1.8M |
| 3 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $1.4M |
| 4 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $850K |
| 5 | WICHITA COLLEGIATE SCHOOL WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN | WICHITA KS | 231 | $21.5M | $726K |
| 6 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $585K |
| 7 | UNION COMMONWEALTH UNIVERSITY UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN | BARBOURVILLE KY | 89 | $18.5M | $562K |
| 8 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOS RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | HOLTON KS | 166 | $10.8M | $452K |
| 9 | JUDSON UNIVERSITY JUDSON UNIVERSITY RETIREMENT PLAN | ELGIN IL | 124 | $17.7M | $258K |
| 10 | WESTERN SEMINARY WESTERN SEMINARY 403(B) PLAN | PORTLAND OR | 89 | $5.1M | $245K |
