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 BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN | BELMONT MA | 109 | $25.7M | $177K |
| 2 | C.H.I.L.D., INC. C.H.I.L.D., INC. 403(B) RETIREMENT PLAN | WARWICK RI | 96 | $15.4M | $40K |
| 3 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $31K |
| 4 |
| THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN |
CONCORD MA |
| 102 |
| $42.0M |
| $9K |
