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 | PACIFIC RIDGE SCHOOL PACIFIC RIDGE SCHOOL 403(B) DC PLAN | CARLSBAD CA | 133 | $25.8M | $4.7M |
| 2 | HEBREW ACADEMY OF NASSAU COUNTY HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN | WEST HEMPSTEAD NY | 126 | $37.8M | $2.8M |
| 3 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $1.7M |
| 4 |
| CARLOS ALBIZU UNIVERSITY CARLOS ALBIZU UNIVERSITY 403(B) DC PLAN |
MIAMI FL |
| 58 |
| $11.2M |
| $1.2M |
| 5 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $975K |
| 6 | HOMEBRIDGE, INC. HOMEBRIDGE 403(B) PLAN | SAN FRANCISCO CA | 504 | $8.8M | $890K |
| 7 | THE CEDARS OF MARIN THE CEDARS OF MARIN 403(B) DC PLAN | ROSS CA | 88 | $8.2M | $824K |
| 8 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $807K |
| 9 | SANSUM DIABETES RESEARCH INSTITUTE SANSUM DIABETES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | SANTA BARBARA CA | 70 | $4.5M | $296K |
| 10 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $179K |
