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 | CHILDRENS LITERACY INITIATIVE CHILDREN'S LITERACY INITIATIVE DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS | PHILADELPHIA PA | 76 | $8.5M | $328K |
| 2 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $211K |
| 3 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M |
| $187K |
| 4 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $186K |
| 5 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $138K |
| 6 | SAGE RIDGE SCHOOL SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RENO NV | 48 | $6.2M | $134K |
| 7 | 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 | $99K |
| 8 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $73K |
| 9 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $50K |
| 10 | UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. MONEY PURCHASE PLAN AND TRUST | BALTIMORE MD | 57 | $3.0M | $46K |
