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 | $339K |
| 2 | AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN | ROCHESTER NY | 113 | $16.8M | $77K |
| 3 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $50K |
| 4 |
| GUTHRIE THEATER FOUNDATION GUTHRIE THEATER FOUNDATION 403(B) RETIREMENT PLAN |
MINNEAPOLIS MN |
| 658 |
| $27.1M |
| $27K |
