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 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | NORTON MA | 593 | $213.5M | $1.7M |
| 2 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $1.5M |
| 3 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $1.5M |
| 4 |
| BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT |
SEATTLE WA |
| 611 |
| $112.0M |
| $1.4M |
| 5 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $1.1M |
| 6 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $686K |
| 7 | THE ATHENIAN SCHOOL THE ATHENIAN SCHOOL 403(B) PLAN | DANVILLE CA | 130 | $39.9M | $679K |
| 8 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 603 | $17.7M | $395K |
| 9 | AMERICAN STATE EQUIPMENT CO., INC. AMERICAN STATE EQUIPMENT CO., INC. EMPLOYEES' 401(K) PLAN | MILWAUKEE WI | 120 | $21.8M | $320K |
| 10 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $297K |
