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 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 2,740 | $468.2M | $7.7M |
| 2 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN | SAN FRANCISCO CA | 2,804 | $374.1M | $6.0M |
| 3 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | NORTON MA | 593 | $213.5M | $6.0M |
| 4 |
| THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN |
TACOMA WA |
| 923 |
| $354.1M |
| $5.1M |
| 5 | UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND OR | 787 | $262.6M | $3.4M |
| 6 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $2.1M |
| 7 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $1.9M |
| 8 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $1.7M |
| 9 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 603 | $17.7M | $584K |
| 10 | REDWOOD DAY SCHOOL REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 90 | $17.7M | $228K |
