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 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $2.5M |
| 2 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $2.1M |
| 3 | MUSEUM OF CONTEMPORARY ART MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 144 | $10.1M | $1.8M |
| 4 |
| SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $1.3M |
| 5 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $882K |
| 6 | RUSSELL SAGE FOUNDATION RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 37 | $50.7M | $482K |
| 7 | GARRISON FOREST SCHOOL, INC. GARRISON FOREST SCHOOL TAX SHELTERED ANNUITY SAVINGS PLAN | OWINGS MILLS MD | 179 | $37.0M | $417K |
| 8 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $350K |
| 9 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $243K |
| 10 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $239K |
