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 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $236K |
| 2 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $173K |
| 3 | HOMES FOR THE HOMELESS, INC. HOMES FOR THE HOMELESS, INC. 403(B) PLAN | NEW YORK NY | 241 | $14.0M | $108K |
| 4 |
| WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN |
NEW YORK NY |
| 262 |
| $17.1M |
| $91K |
| 5 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $89K |
| 6 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $57K |
| 7 | AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN | ROCHESTER NY | 113 | $16.8M | $41K |
| 8 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $29K |
