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 | NEW CANAAN COUNTRY SCHOOL, INC. NEW CANAAN COUNTRY SCHOOL DC RETIREMENT PLAN | NEW CANAAN CT | 169 | $62.1M | $8.0M |
| 2 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $6.1M |
| 3 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $5.8M |
| 4 | SOCIAL SCIENCE RESEARCH COUNCIL SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN | BROOKLYN NY | 49 | $33.3M | $5.4M |
| 5 | THE NEW-YORK HISTORICAL SOCIETY THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN | NEW YORK NY | 217 | $35.8M | $5.3M |
| 6 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $4.8M |
| 7 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $4.2M |
| 8 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $3.7M |
| 9 | BOARD OF JEWISH EDUCATION, INC. BOARD OF JEWISH EDUCATION, INC SAVINGS PLAN | NEW YORK NY | 67 | $21.9M | $3.2M |
| 10 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $1.6M |
