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 | THE DALTON SCHOOLS, INC. THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 370 | $260.5M | $1.9M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $1.5M |
| 3 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $578K |
| 4 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $572K |
| 5 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $96K |
| 6 | GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. 403(B) PLAN | BRIDGEPORT CT | 949 | $2.8M | $67K |
| 7 | WINCHENDON SCHOOL WINCHENDON SCHOOL 403(B) RETIREMENT PLAN | WINCHENDON MA | 151 | $15.7M | $47K |
| 8 | ADJOIN ADJOIN 403(B) PLAN | SAN DIEGO CA | 267 | $4.0M | $12K |
