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 | HOWARD UNIVERSITY HOWARD UNIVERSITY SAVINGS PLAN | WASHINGTON DC | 6,688 | $1.2B | $1.8M |
| 2 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $416K |
| 3 | RUSSELL SAGE FOUNDATION RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 37 | $50.7M | $294K |
| 4 |
| MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN |
MONTREAT NC |
| 164 |
| $9.7M |
| $58K |
| 5 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $50K |
| 6 | MERIDIAN INTERNATIONAL CENTER MERIDIAN INTERNATIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $38.2M | $46K |
| 7 | MAINE COLLEGE OF ART AND DESIGN MAINE COLLEGE OF ART AND DESIGN 403(B) PLAN | PORTLAND ME | 93 | $16.2M | $41K |
| 8 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $34K |
| 9 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN | CHARLOTTESVILLE VA | 1,984 | $126.7M | $25K |
