Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Capital Opportunity Fund Investor Shares in their Schedule of Assets, totaling $1.5M 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 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN | ROLLING MEADOWS IL | 305 | $76.3M | $1.5M |
| 2 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN FOR UNION ASSOCIATES | ROLLING MEADOWS IL | 122 | $6.0M | $4K |
