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 J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $360K |
| 2 | THE THACHER SCHOOL THE THACHER SCHOOL DC RETIREMENT PLAN | OJAI CA | 133 | $43.2M | $268K |
| 3 | THE PRAIRIE SCHOOL PRAIRIE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RACINE WI | 121 | $32.4M | $232K |
| 4 |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN |
BEVERLY MA |
| 95 |
| $30.4M |
| $166K |
| 5 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $100K |
| 6 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $86K |
| 7 | BRIMMER AND MAY SCHOOL BRIMMER AND MAY SCHOOL RETIREMENT PLAN | CHESTNUT HILL MA | 107 | $25.6M | $77K |
| 8 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $65K |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $54K |
| 10 | AMNESTY INTERNATIONAL USA, INC. AMNESTY INTERNATIONAL OF THE U.S.A., INC. 403(B) TDA PLAN | NEW YORK NY | 123 | $19.9M | $51K |
