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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $67.1M |
| 2 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $33.0M |
| 3 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $16.8M |
| 4 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE MANAGEMENT AND STAFF 403(B) RETIREMENT PLAN | NEW YORK NY | 11,831 | $999.6M | $13.9M |
| 5 | TUFTS MEDICINE, INC. MELROSEWAKEFIELD HEALTHCARE 401(K) SAVINGS PLAN | MEDFORD MA | 1,315 | $178.7M | $13.0M |
| 6 | SOUTHWEST KEY PROGRAMS, INC. SOUTHWEST KEY PROGRAMS, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 8,899 | $277.1M | $11.6M |
| 7 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $9.9M |
| 8 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES CA | 1,871 | $436.8M | $9.7M |
| 9 | HUNTERDON HEALTHCARE SYSTEM HUNTERDON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN | FLEMINGTON NJ | 2,622 | $235.6M | $9.4M |
| 10 | WILBUR-ELLIS HOLDINGS, INC. WILBUR-ELLIS 401(K) PLAN | DENVER CO | 2,889 | $398.0M | $8.6M |
