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 | $628K |
| 2 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $345K |
| 3 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $323K |
| 4 |
| THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN |
OAKLAND CA |
| 93 |
| $49.7M |
| $268K |
| 5 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $251K |
| 6 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $250K |
| 7 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $202K |
| 8 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $196K |
| 9 | WXXI PUBLIC BROADCASTING COUNCIL TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WXXI PUBLIC BROADCASTING COUNCIL | ROCHESTER NY | 95 | $25.4M | $142K |
| 10 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $117K |
