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 | $8.8M |
| 2 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $6.1M |
| 3 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $4.4M |
| 4 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $1.1M |
| 5 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $1.0M |
| 6 | NEW WORLD MEDICAL NEW WORLD MEDICAL 401(K) PLAN | RANCHO CUCAMONGA CA | 198 | $20.3M | $992K |
| 7 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $889K |
| 8 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $863K |
| 9 | ADJOIN ADJOIN 403(B) PLAN | SAN DIEGO CA | 267 | $4.0M | $540K |
| 10 | INTERFAITH MINISTRIES FOR GREATER HOUSTON INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN | HOUSTON TX | 298 | $5.2M | $517K |
