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 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $2.7M |
| 2 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $2.1M |
| 3 | ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN | VIENNA VA | 616 | $204.8M | $1.4M |
| 4 |
| THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN |
WATERTOWN CT |
| 258 |
| $120.9M |
| $1.2M |
| 5 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $1.0M |
| 6 | SALVE REGINA UNIVERSITY SALVE REGINA UNIVERSITY 403(B) RETIREMENT PLAN | NEWPORT RI | 516 | $117.5M | $787K |
| 7 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $769K |
| 8 | ENDICOTT COLLEGE ENDICOTT COLLEGE DC RETIREMENT PLAN | BEVERLY MA | 1,460 | $116.9M | $651K |
| 9 | SAN FRANCISCO DAY SCHOOL SAN FRANCISCO DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 138 | $35.5M | $450K |
| 10 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $405K |
