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 | BRYN MAWR COLLEGE BRYN MAWR COLLEGE RETIREMENT PLAN | BRYN MAWR PA | 885 | $329.3M | $5.3M |
| 2 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $3.8M |
| 3 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $2.8M |
| 4 |
| THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN |
NEW YORK NY |
| 343 |
| $137.3M |
| $2.5M |
| 5 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $2.4M |
| 6 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $2.0M |
| 7 | ENDICOTT COLLEGE ENDICOTT COLLEGE DC RETIREMENT PLAN | BEVERLY MA | 1,460 | $116.9M | $2.0M |
| 8 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $1.7M |
| 9 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $1.2M |
| 10 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $1.1M |
