Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The Vanguard Group Vanguard Total Stock Market Index Fund in their Schedule of Assets, totaling $19.2M 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 | MARSHALL WACE NORTH AMERICA, LP MARSHALL WACE NORTH AMERICA LP 401(K) PROFIT SHARING & TRUST | NEW YORK NY | 191 | $56.0M | $13.3M |
| 2 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $2.3M |
| 3 | FRANKLIN MOUNTAIN MANAGEMENT, LLC |
EL PASO TX |
| 647 |
| $15.7M |
| $1.0M |
| 4 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $932K |
| 5 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $702K |
| 6 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $507K |
| 7 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $428K |
