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 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $2.9M |
| 2 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $2.3M |
| 3 | TERC, INC. TERC, INC. DC RETIREMENT PLAN | CAMBRIDGE MA | 83 | $52.7M | $1.6M |
| 4 | CITIZEN SCHOOLS, INC. CITIZEN SCHOOLS, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 242 | $6.0M | $166K |
| 5 | THE NATIONAL ORGANIZATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF THE NATIONAL ORGANIZATION FOR RARE DISORDERS, INC. | DANBURY CT | 114 | $9.9M | $101K |
