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 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $2.5M |
| 2 | ENDICOTT COLLEGE ENDICOTT COLLEGE DC RETIREMENT PLAN | BEVERLY MA | 1,460 | $116.9M | $2.0M |
| 3 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $1.4M |
| 4 |
CORTE MADERA CA |
| 205 |
| $65.3M |
| $721K |
| 5 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $668K |
| 6 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $561K |
| 7 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN | WASHINGTON DC | 186 | $42.0M | $548K |
| 8 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $505K |
| 9 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP RETIREMENT PLAN | BOSTON MA | 154 | $97.0M | $414K |
| 10 | BRYN MAWR COLLEGE BRYN MAWR COLLEGE RETIREMENT PLAN | BRYN MAWR PA | 885 | $329.3M | $321K |
