Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Value *** Various 403(b) annuity contracts and custodial accounts in their Schedule of Assets, totaling $1.2B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEATTLE UNIVERSITY SEATTLE UNIVERSITY EMPLOYEES RETIREMENT PLAN | SEATTLE WA | 2,024 | $478.9M | $478.1M |
| 2 | CHILDREN'S UNIVERSITY MEDICAL GROUP CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN | SEATTLE WA | 674 | $179.3M | $179.3M |
| 3 | LAKESIDE SCHOOL |
SEATTLE WA |
| 239 |
| $102.8M |
| $102.7M |
| 4 | THE ASIA FOUNDATION ASIA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 157 | $93.3M | $93.0M |
| 5 | INSTITUTE FOR SYSTEMS BIOLOGY INSTITUTE FOR SYSTEMS BIOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 246 | $79.1M | $79.0M |
| 6 | SEATTLE PACIFIC UNIVERSITY SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) | SEATTLE WA | 839 | $76.5M | $76.2M |
| 7 | SEATTLE ACADEMY OF ARTS AND SCIENCES SEATTLE ACADEMY OF ARTS AND SCIENCES 403(B) RETIREMENT PLAN | SEATTLE WA | 265 | $48.0M | $47.9M |
| 8 | CHARLES WRIGHT ACADEMY CHARLES WRIGHT ACADEMY 403(B) RETIREMENT PLAN | TACOMA WA | 163 | $42.3M | $42.3M |
| 9 | SEATTLE FOUNDATION SEATTLE FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 70 | $16.0M | $16.0M |
| 10 | MUSEUM OF FLIGHT FOUNDATION MUSEUM OF FLIGHT 403(B) PLAN | TUKWILA WA | 228 | $14.6M | $14.5M |
