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 | TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD CT | 688 | $381.4M | $24.3M |
| 2 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $23.0M |
| 3 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $17.7M |
| 4 |
| THE REED COLLEGE REED COLLEGE RETIREMENT PLAN |
PORTLAND OR |
| 653 |
| $254.9M |
| $16.0M |
| 5 | THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE CT | 386 | $183.9M | $12.1M |
| 6 | GREENS FARMS ACADEMY, INC. GREENS FARMS ACADEMY DEFINED CONTRIBUTION PLAN | WESTPORT CT | 292 | $63.7M | $9.9M |
| 7 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN | WATERTOWN CT | 258 | $120.9M | $8.2M |
| 8 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $6.8M |
| 9 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $5.9M |
| 10 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $4.7M |
