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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $1.4M |
| 2 | CALDWELL UNIVERSITY CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CALDWELL NJ | 167 | $58.1M | $633K |
| 3 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST | BROOKLYN NY | 437 | $57.7M | $479K |
| 4 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $320K |
| 5 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $148K |
| 6 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $4K |
