Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Vanguard Investments Capital Opportunity Fund Admiral Shares in their Schedule of Assets, totaling $10.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANIEL J. EDELMAN HOLDINGS, INC. DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | CHICAGO IL | 3,116 | $543.7M | $10.3M |
