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 | $16.8M |
| 2 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $6.3M |
| 3 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $5.5M |
| 4 |
| ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN |
OAKLAND CA |
| 672 |
| $101.4M |
| $3.3M |
| 5 | UB FOUNDATION ACTIVITIES, INC. UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN | BUFFALO NY | 418 | $114.6M | $2.4M |
| 6 | THE WEBB SCHOOLS THE WEBB SCHOOLS TAX-DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | CLAREMONT CA | 139 | $36.5M | $2.2M |
| 7 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $1.4M |
| 8 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC CAIS MULTIPLE EMPLOYER PLAN | MYSTIC CT | 1,195 | $256.8M | $1.2M |
| 9 | TREVOR DAY SCHOOL TREVOR DAY SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 185 | $73.6M | $1.2M |
| 10 | VISTAMAR SCHOOL VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EL SEGUNDO CA | 55 | $11.8M | $1.1M |
