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 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $4.0M |
| 2 | GLOBALFOUNDRIES U.S. INC. GLOBALFOUNDRIES U.S. INC. 401(K) PLAN | SANTA CLARA CA | 4,786 | $1.2B | $3.3M |
| 3 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $742K |
| 4 |
| INSTITUTE ON AGING INSTITUTE ON AGING 403(B) PLAN |
SAN FRANCISCO CA |
| 885 |
| $15.5M |
| $676K |
| 5 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $623K |
| 6 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $620K |
| 7 | OPPORTUNITY ALLIANCE OPPORTUNITY ALLIANCE 403(B) PLAN | SOUTH PORTLAND ME | 465 | $17.0M | $559K |
| 8 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $510K |
| 9 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $409K |
| 10 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $394K |
