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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $193.9M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $86.9M |
| 3 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $24.3M |
| 4 |
| UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY |
PORTLAND OR |
| 787 |
| $262.6M |
| $24.0M |
| 5 | BABSON COLLEGE BABSON COLLEGE RETIREMENT PLAN | BABSON PARK MA | 1,269 | $477.5M | $8.7M |
| 6 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $2.4M |
| 7 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $2.3M |
| 8 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $1.9M |
| 9 | JOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 174 | $79.6M | $1.7M |
| 10 | WATERSHED AGRICULTURAL COUNCIL OF THE NEW YORK CITY WATERSHEDS, INC. WATERSHED AGRICULTURAL COUNCIL OF THE NYC WATERSHEDS, INC. DEFINED CONTRIBUTION PLAN | WALTON NY | 66 | $12.2M | $977K |
