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 | CITY AND COUNTRY SCHOOL INC. CITY AND COUNTRY SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 114 | $25.3M | $1.3M |
| 2 | FOUNTAIN VALLEY SCHOOL OF COLORADO FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | COLORADO SPRINGS CO | 89 | $23.1M | $731K |
| 3 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $663K |
| 4 |
| BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN |
LOUISVILLE KY |
| 437 |
| $30.2M |
| $141K |
| 5 | WILLBANKS METALS INC WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST | FORT WORTH TX | 164 | $3.4M | $8K |
