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 | TRUSTEES OF THE COLLEGE OF THE HOLY CROSS COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN | WORCESTER MA | 954 | $401.8M | $21.6M |
| 2 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $19.2M |
| 3 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 |
| $95.7M |
| $14.6M |
| 4 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $10.5M |
| 5 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $1.0M |
| 6 | THE ENDOCRINE SOCIETY THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 72 | $31.2M | $716K |
| 7 | THE PIKE SCHOOL, INC. THE PIKE SCHOOL, INC. RETIREMENT PLAN | ANDOVER MA | 142 | $35.5M | $570K |
| 8 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $143K |
| 9 | GENERATION US GENERATION US RETIREMENT PLAN | AUGUSTA ME | 180 | $12.2M | $7K |
