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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $156.3M |
| 2 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND OR | 653 | $254.9M | $33.5M |
| 3 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $32.6M |
| 4 |
| THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN |
LAKEVILLE CT |
| 386 |
| $183.9M |
| $28.7M |
| 5 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $24.5M |
| 6 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $21.5M |
| 7 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN | WATERTOWN CT | 258 | $120.9M | $19.6M |
| 8 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $11.8M |
| 9 | CENTER FOR EARLY EDUCATION CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN | WEST HOLLYWOOD CA | 128 | $45.5M | $7.5M |
| 10 | HILBERT COLLEGE THE HILBERT COLLEGE RETIREMENT PLAN | HAMBURG NY | 116 | $36.0M | $6.3M |
