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 | DREXEL UNIVERSITY DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 11,873 | $1.8B | $4.1M |
| 2 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $1.2M |
| 3 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $123K |
| 4 |
| NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF |
CAMBRIDGE MA |
| 68 |
| $37.9M |
| $80K |
