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 | CENTER FOR RESPONSIVE SCHOOLS, INC. CENTER FOR RESPONSIVE SCHOOLS, INC. 403(B) PLAN | TURNERS FALLS MA | 72 | $7.4M | $144K |
| 2 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $56K |
| 3 | ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 201 |
| $3.8M |
| $22K |
| 4 | NATIONAL CAUCUS AND CENTER ON AGING INC NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 401A DC PLAN | WASHINGTON DC | 63 | $5.1M | $21K |
| 5 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $7K |
| 6 | UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. MONEY PURCHASE PLAN AND TRUST | BALTIMORE MD | 57 | $3.0M | $2K |
| 7 | CHILDRENS LITERACY INITIATIVE CHILDREN'S LITERACY INITIATIVE DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS | PHILADELPHIA PA | 76 | $8.5M | $2K |
