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 | NORTHWESTERN COLLEGE NORTHWESTERN COLLEGE 403(B) DC PLAN | ORANGE CITY IA | 296 | $48.6M | $5.2M |
| 2 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $4.2M |
| 3 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $4.0M |
| 4 |
| DAKOTA WESLEYAN UNIVERSITY DAKOTA WESLEYAN UNIVERSITY DEFINED CONTRIBUTION PLAN |
MITCHELL SD |
| 149 |
| $19.0M |
| $3.0M |
| 5 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOS RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | HOLTON KS | 166 | $10.8M | $2.8M |
| 6 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $1.7M |
| 7 | NINNESCAH VALLEY HEALTH SYSTEMS DBA KINGMAN HEALTHCARE CENTER NINNESCAH VALLEY HEALTH SYSTEMS RETIREMENT PLAN | KINGMAN KS | 85 | $6.2M | $1.1M |
| 8 | WESTERN SEMINARY WESTERN SEMINARY 403(B) PLAN | PORTLAND OR | 89 | $5.1M | $554K |
