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 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $225K |
| 2 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $178K |
| 3 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC |
| 265 |
| $45.7M |
| $166K |
| 4 | LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL 403(B) DC PLAN | BRONX NY | 132 | $16.1M | $154K |
| 5 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $140K |
| 6 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $120K |
| 7 | VIRGINIA TECH SERVICES, INC. VIRGINIA TECH SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BLACKSBURG VA | 3 | $15.9M | $118K |
| 8 | MORAVIAN ACADEMY MORAVIAN ACADEMY 403(B) DC PLAN | BETHLEHEM PA | 223 | $46.3M | $75K |
| 9 | HOUGHTON UNIVERSITY HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN | HOUGHTON NY | 141 | $57.5M | $44K |
| 10 | THOMAS COLLEGE THOMAS COLLEGE DC RETIREMENT PLAN | WATERVILLE ME | 177 | $23.1M | $36K |
