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 | SAN DIEGO STATE UNIVERSITY FOUNDATION SAN DIEGO STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 3,416 | $294.9M | $46.0M |
| 2 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 155 | $67.2M | $13.3M |
| 3 | BABSON COLLEGE BABSON COLLEGE RETIREMENT PLAN | BABSON PARK MA | 1,269 | $477.5M | $6.6M |
| 4 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN | LOUISVILLE KY | 437 | $30.2M | $6.4M |
| 5 | MOUNT ST. JOSEPH UNIVERSITY MOUNT ST. JOSEPH UNIVERSITY DEFINED CONTRIBUTION PLAN | CINCINNATI OH | 327 | $66.3M | $5.5M |
| 6 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $4.6M |
| 7 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $3.5M |
| 8 | UNIVERSITY OF DALLAS UNIVERSITY OF DALLAS DEFINED CONTRIBUTION RETIREMENT PLAN | IRVING TX | 422 | $99.2M | $2.3M |
| 9 | WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM MA | 127 | $30.4M | $1.7M |
| 10 | THE PINGRY CORPORATION PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 337 | $54.4M | $1.7M |
