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 | CALDWELL UNIVERSITY CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CALDWELL NJ | 167 | $58.1M | $20.8M |
| 2 | MARYMOUNT MANHATTAN COLLEGE MARYMOUNT MANHATTAN COLLEGE TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 240 | $112.8M | $18.6M |
| 3 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M |
| $16.4M |
| 4 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $14.1M |
| 5 | KENT PLACE SCHOOL KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SUMMIT NJ | 229 | $69.4M | $9.3M |
| 6 | NEW CANAAN COUNTRY SCHOOL, INC. NEW CANAAN COUNTRY SCHOOL DC RETIREMENT PLAN | NEW CANAAN CT | 169 | $62.1M | $9.0M |
| 7 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $8.5M |
| 8 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $8.1M |
| 9 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $7.0M |
| 10 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $6.1M |
