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 | KENYON COLLEGE KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GAMBIER OH | 667 | $323.0M | $9.6M |
| 2 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $4.0M |
| 3 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $1.1M |
| 4 |
| MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN |
POTOMAC MD |
| 143 |
| $31.9M |
| $673K |
| 5 | COLLEGE OF OUR LADY OF THE ELMS ELMS COLLEGE RETIREMENT SAVINGS PLAN | CHICOPEE MA | 419 | $34.5M | $537K |
| 6 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $495K |
| 7 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $429K |
| 8 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN | HOUSTON TX | 1,190 | $70.6M | $396K |
| 9 | SCOTTSDALE CHRISTIAN ACADEMY, INC. SCOTTSDALE CHRISTIAN ACADEMY INC. 403(B) RETIREMENT PLAN | PHOENIX AZ | 140 | $9.4M | $295K |
| 10 | SHIPLEY SCHOOL SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA | BRYN MAWR PA | 383 | $52.6M | $232K |
