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 | JOHN CARROLL UNIVERSITY JOHN CARROLL UNIVERSITY DC RETIREMENT PLAN TAX DEFERRED ANNUITY RETIREMENT PLAN | UNIVERSITY HEIGHTS OH | 640 | $206.6M | $13.4M |
| 2 | NATIONAL LOUIS UNIVERSITY NATIONAL LOUIS UNIVERSITY RETIREMENT PLAN | WHEELING IL | 681 | $144.2M | $8.7M |
| 3 | PACIFIC LUTHERAN UNIVERSITY PACIFIC LUTHERAN UNIVERSITY 403(B) RETIREMENT PLAN | TACOMA WA | 592 | $240.3M |
| $6.7M |
| 4 | OHIO NORTHERN UNIVERSITY OHIO NORTHERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ADA OH | 485 | $252.8M | $6.4M |
| 5 | KALAMAZOO COLLEGE KALAMAZOO COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | KALAMAZOO MI | 371 | $132.6M | $5.4M |
| 6 | HIRAM COLLEGE HIRAM COLLEGE RETIREMENT PLAN | HIRAM OH | 227 | $63.4M | $4.4M |
| 7 | UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | ALLIANCE OH | 375 | $103.3M | $3.8M |
| 8 | THE LUTHERAN UNIVERSITY ASSOCIATION, INC. VALPARAISO UNIVERSITY RETIREMENT PLAN | VALPARAISO IN | 761 | $236.2M | $3.5M |
| 9 | MALONE UNIVERSITY HUMAN RESOURCES MALONE UNIVERSITY 403(B) DC PLAN | CANTON OH | 115 | $39.3M | $1.5M |
| 10 | TRINITY CHRISTIAN COLLEGE TRINITY CHRISTIAN COLLEGE TAX DEFERRED ANNUITY AND CONTRIBUTION PLAN | PALOS HEIGHTS IL | 115 | $36.0M | $1.3M |
