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 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $4.2M |
| 2 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $2.5M |
| 3 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $2.3M |
| 4 |
| CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN |
SAN FRANCISCO CA |
| 611 |
| $94.7M |
| $1.9M |
| 5 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $1.7M |
| 6 | DIGITAL MONITORING PRODUCTS, INC. DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN | SPRINGFIELD MO | 364 | $18.5M | $1.5M |
| 7 | DOMINION DIGITAL, INC. DBA SINGLESTONE SINGLESTONE 401(K) RETIREMENT PLAN | RICHMOND VA | 68 | $15.0M | $889K |
| 8 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $835K |
| 9 | HURT & PROFFITT, INC. HURT & PROFFITT, INC. 401(K) PROFIT SHARING PLAN | LYNCHBURG VA | 174 | $15.9M | $787K |
| 10 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $626K |
