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 | $2.8M |
| 2 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $1.0M |
| 3 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $962K |
| 4 |
| SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN |
POUGHKEEPSIE NY |
| 73 |
| $15.8M |
| $723K |
| 5 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $554K |
| 6 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $495K |
| 7 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $468K |
| 8 | UNM RAINFOREST INNOVATIONS SCIENCE TECHNOLOGY CORPORATION @ U N M DEFINED CONTRIBUTION PLAN | ALBUQUERQUE NM | 18 | $6.6M | $365K |
| 9 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $260K |
| 10 | CHAPEL HILL - CHAUNCY HALL SCHOOL CHAPEL HILL - CHAUNCY HALL SCHOOL 403(B) PLAN | WALTHAM MA | 82 | $15.5M | $229K |
