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 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $1.1M |
| 2 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $545K |
| 3 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $525K |
| 4 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $417K |
| 5 | UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE TN | 215 | $44.5M | $333K |
| 6 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $218K |
| 7 | THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $79K |
| 8 | THE VILLAGE FOR FAMILIES & CHILDREN, INC. THE VILLAGE FOR FAMILIES & CHILDREN, INC. 403(B)DC PLAN | HARTFORD CT | 622 | $23.8M | $78K |
| 9 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $71K |
| 10 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 148 | $33.6M | $43K |
