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 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $1.3M |
| 2 | NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) TDA PLAN | NEW YORK NY | 145 | $22.4M | $696K |
| 3 | BERKELEY REPERTORY THEATRE BERKELEY REPERTORY THEATRE 403(B) PLAN | BERKELEY CA | 77 | $11.3M | $681K |
| 4 |
| NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) DC RETIREMENT PLAN |
NEW YORK NY |
| 188 |
| $19.7M |
| $389K |
| 5 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $127K |
