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 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $6.5M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $6.3M |
| 3 | THE DALTON SCHOOLS, INC. THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 370 |
| $260.5M |
| $3.0M |
| 4 | DOMINO DATA LAB INC. DOMINO DATA LAB 401(K) PLAN | SAN FRANCISCO CA | 168 | $18.6M | $1.5M |
| 5 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $1.4M |
| 6 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $1.0M |
| 7 | MARINE CREDIT UNION MARINE CREDIT UNION 401(K) PLAN | LA CROSSE WI | 418 | $37.3M | $451K |
| 8 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $438K |
| 9 | WINCHENDON SCHOOL WINCHENDON SCHOOL 403(B) RETIREMENT PLAN | WINCHENDON MA | 151 | $15.7M | $217K |
| 10 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $158K |
