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 | RISE WISCONSIN, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF RISE WISCONSIN, INC. | MADISON WI | 76 | $5.0M | $186K |
| 2 | 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 | $182K |
| 3 | SAGE RIDGE SCHOOL SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RENO NV |
| 48 |
| $6.2M |
| $110K |
| 4 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $96K |
| 5 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $42K |
| 6 | NATIONAL CAUCUS AND CENTER ON AGING INC NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 401A DC PLAN | WASHINGTON DC | 63 | $5.1M | $11K |
| 7 | UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. MONEY PURCHASE PLAN AND TRUST | BALTIMORE MD | 57 | $3.0M | $7K |
