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 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $22.0M |
| 2 | UNIVERSITY OF SAINT JOSEPH UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 948 | $136.4M | $2.6M |
| 3 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON MA | 502 | $121.6M | $2.1M |
| 4 |
| PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN |
PALMERTON PA |
| 710 |
| $29.0M |
| $1.6M |
| 5 | SOUTHERN NEW HAMPSHIRE UNIVERSITY SOUTHERN NEW HAMPSHIRE UNIVERSITY 401K | MANCHESTER NH | 15,883 | $285.0M | $854K |
| 6 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $667K |
| 7 | PARATEK PHARMACEUTICALS, INC. PARATEK PHARMACEUTICALS, INC. PROFIT SHARING 401(K) PLAN | BOSTON MA | 322 | $47.9M | $667K |
| 8 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $514K |
| 9 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $389K |
| 10 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $326K |
