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 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN | PROVIDENCE RI | 1,010 | $393.5M | $8.8M |
| 2 | GEORGETOWN DAY SCHOOL, INC. GEORGETOWN DAY SCHOOL, INC. 403(B) RETIREMENT PLAN | WASHINGTON DC | 357 | $106.2M | $4.4M |
| 3 | GARRISON FOREST SCHOOL, INC. GARRISON FOREST SCHOOL TAX SHELTERED ANNUITY SAVINGS PLAN | OWINGS MILLS MD | 179 | $37.0M | $3.0M |
| 4 |
| RYE COUNTRY DAY SCHOOL RYE COUNTRY DAY SCHOOL 403(B) PLAN |
RYE NY |
| 252 |
| $108.0M |
| $2.9M |
| 5 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $2.3M |
| 6 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $2.1M |
| 7 | RUSSELL SAGE FOUNDATION RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 37 | $50.7M | $1.7M |
| 8 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $389K |
| 9 | THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $257K |
| 10 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $57K |