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 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $17.3M |
| 2 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $3.3M |
| 3 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 155 | $67.2M | $2.8M |
| 4 |
| AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MINNEAPOLIS MN |
| 705 |
| $149.4M |
| $2.2M |
| 5 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $1.4M |
| 6 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $344K |
| 7 | NEWMAN UNIVERSITY NEWMAN UNIVERSITY DC PLAN | WICHITA KS | 156 | $25.4M | $264K |
| 8 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $94K |
| 9 | CARSON VALLEY CHILDRENS AID CARSON VALLEY CHILDRENS AID 403(B) PLAN | FLOURTOWN PA | 372 | $10.5M | $56K |
| 10 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $39K |
