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 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | NORTON MA | 593 | $213.5M | $4.7M |
| 2 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 2,740 | $468.2M | $3.9M |
| 3 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $3.7M |
| 4 |
| UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN |
SAN FRANCISCO CA |
| 2,804 |
| $374.1M |
| $3.5M |
| 5 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $2.6M |
| 6 | UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND OR | 787 | $262.6M | $2.4M |
| 7 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $1.6M |
| 8 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $1.3M |
| 9 | OREGON MUSEUM OF SCIENCE AND INDUSTRY OREGON MUSEUM OF SCIENCE AND INDUSTRY RETIREMENT PLAN | PORTLAND OR | 72 | $11.9M | $626K |
| 10 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 603 | $17.7M | $475K |
