Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding VANG EM STK IDX ADM Registered Investment Company in their Schedule of Assets, totaling $9.0M 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 | WILLIAM H. GATES III CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | KIRKLAND WA | 163 | $92.2M | $3.0M |
| 2 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $1.9M |
| 3 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN |
ADDISON TX |
| 1,103 |
| $189.5M |
| $1.4M |
| 4 | WATERMARK ESTATE MANAGEMENT SERVICES, LLC WATERMARK ESTATE MANAGEMENT SERVICES, LLC 401(K) PLAN | KIRKLAND WA | 109 | $59.9M | $1.1M |
| 5 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $635K |
| 6 | GATES VENTURES, LLC GATES VENTURES, LLC 401(K) PLAN | KIRKLAND WA | 131 | $44.7M | $302K |
| 7 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN | SEATTLE WA | 25 | $18.5M | $224K |
| 8 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $173K |
| 9 | DOLAN ENTERPRISES, INC. DBA DOLAN TOYOTA DOLAN AUTO GROUP 401(K) PROFIT SHARING PLAN | RENO NV | 662 | $10.3M | $108K |
| 10 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $84K |
