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 GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $1.9M |
| 2 | TRUSTEES OF HAMPSHIRE COLLEGE HAMPSHIRE COLLEGE 403(B) RETIREMENT PLAN | AMHERST MA | 258 | $160.5M | $835K |
| 3 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI |
| 111 |
| $50.3M |
| $352K |
| 4 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $296K |
| 5 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 166 | $48.9M | $188K |
| 6 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRONX NY | 449 | $76.6M | $154K |
| 7 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $122K |
| 8 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $83K |
| 9 | THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | OAKLAND CA | 93 | $49.7M | $75K |
| 10 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN | BRONX NY | 464 | $61.8M | $66K |
