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 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $736K |
| 2 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $683K |
| 3 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $493K |
| 4 |
| UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN |
HONOLULU HI |
| 114 |
| $34.9M |
| $308K |
| 5 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $298K |
| 6 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $274K |
| 7 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $263K |
| 8 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $233K |
| 9 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $207K |
| 10 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $192K |
