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 | $9.2M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $3.6M |
| 3 | NEW WORLD MEDICAL NEW WORLD MEDICAL 401(K) PLAN | RANCHO CUCAMONGA CA | 198 | $20.3M | $1.7M |
| 4 |
| FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN |
PHILADELPHIA PA |
| 137 |
| $42.6M |
| $1.6M |
| 5 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $1.3M |
| 6 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $1.2M |
| 7 | ALBERTUS MAGNUS COLLEGE ALBERTUS MAGNUS COLLEGE DC RETIREMENT PLAN | NEW HAVEN CT | 153 | $48.1M | $760K |
| 8 | PENNSYLVANIA ACADEMY OF THE FINE ARTS PENNSYLVANIA ACADEMY OF THE FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 77 | $13.8M | $649K |
| 9 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $591K |
| 10 | INTERFAITH MINISTRIES FOR GREATER HOUSTON INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN | HOUSTON TX | 298 | $5.2M | $370K |
