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 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $2.4M |
| 2 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $1.5M |
| 3 | KENYON COLLEGE KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GAMBIER OH | 667 | $323.0M |
| $755K |
| 4 | FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA KS | 250 | $36.9M | $467K |
| 5 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $118K |
| 6 | VILLAGE COMMUNITY SCHOOL VILLAGE COMMUNITY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 91 | $17.5M | $72K |
| 7 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $11K |
