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 THACHER SCHOOL THE THACHER SCHOOL DC RETIREMENT PLAN | OJAI CA | 133 | $43.2M | $564K |
| 2 | THE PRAIRIE SCHOOL PRAIRIE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RACINE WI | 121 | $32.4M | $327K |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $241K |
| 4 |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN |
BEVERLY MA |
| 95 |
| $30.4M |
| $233K |
| 5 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $230K |
| 6 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $91K |
| 7 | BRIMMER AND MAY SCHOOL BRIMMER AND MAY SCHOOL RETIREMENT PLAN | CHESTNUT HILL MA | 107 | $25.6M | $86K |
| 8 | ROBERT LOUIS STEVENSON SCHOOL ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PEBBLE BEACH CA | 188 | $59.2M | $78K |
| 9 | AMNESTY INTERNATIONAL USA, INC. AMNESTY INTERNATIONAL OF THE U.S.A., INC. 403(B) TDA PLAN | NEW YORK NY | 123 | $19.9M | $65K |
| 10 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $62K |
