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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $40.7M |
| 2 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $8.0M |
| 3 | MACALESTER COLLEGE MACALESTER COLLEGE 403(B) RETIREMENT PLAN | SAINT PAUL MN | 696 | $273.1M | $5.1M |
| 4 |
| THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN |
WATERTOWN CT |
| 258 |
| $120.9M |
| $4.6M |
| 5 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $4.0M |
| 6 | GREENWICH ACADEMY, INC. GRENWICH ACADEMY INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GREENWICH CT | 245 | $120.1M | $2.6M |
| 7 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $2.4M |
| 8 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.7M |
| 9 | BRYN MAWR COLLEGE BRYN MAWR COLLEGE RETIREMENT PLAN | BRYN MAWR PA | 885 | $329.3M | $1.5M |
| 10 | SAINT ANDREW'S SCHOOL OF BOCA RATON, INC SAINT ANDREW'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 282 | $62.8M | $1.4M |
