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 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $341K |
| 2 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $269K |
| 3 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $184K |
