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 | $810K |
| 2 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $480K |
| 3 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $61K |
| 4 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $55K |
| 5 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $50K |
| 6 | UNION COUNTY COMMUNITY ACTION INC UNION COUNTY COMMUNITY ACTION INC. 401(K) PLAN | MONROE NC | 97 | $2.2M | $28K |
| 7 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $12K |