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 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 6,174 | $319.3M | $12.0M |
| 2 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $10.4M |
| 3 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $8.9M |
| 4 |
| UB FOUNDATION ACTIVITIES, INC. UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN |
BUFFALO NY |
| 418 |
| $114.6M |
| $4.2M |
| 5 | THE WEBB SCHOOLS THE WEBB SCHOOLS TAX-DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | CLAREMONT CA | 139 | $36.5M | $2.4M |
| 6 | ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN | OAKLAND CA | 672 | $101.4M | $2.1M |
| 7 | TREVOR DAY SCHOOL TREVOR DAY SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 185 | $73.6M | $2.0M |
| 8 | FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA CA | 124 | $40.7M | $1.7M |
| 9 | KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO CA | 97 | $31.4M | $1.4M |
| 10 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC CAIS MULTIPLE EMPLOYER PLAN | MYSTIC CT | 1,195 | $256.8M | $1.1M |
