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 | $1.2M |
| 2 | NEW WORLD MEDICAL NEW WORLD MEDICAL 401(K) PLAN | RANCHO CUCAMONGA CA | 198 | $20.3M | $685K |
| 3 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $397K |
| 4 |
| ADJOIN ADJOIN 403(B) PLAN |
SAN DIEGO CA |
| 267 |
| $4.0M |
| $371K |
| 5 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $224K |
| 6 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $207K |
| 7 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $205K |
| 8 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $203K |
| 9 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $190K |
| 10 | AMG ENTERPRISES LLC AMG ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | BRANFORD CT | 112 | $1.2M | $176K |
