Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group, Inc. Capital Preservation Income Fund in their Schedule of Assets, totaling $70K 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 | VALENTINE ENTERPRISES, INC. VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 193 | $6.5M | $70K |
