Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Capital Opportunity Fund Admiral Shares in their Schedule of Assets, totaling $39.7M 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 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $18.0M |
| 2 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $10.3M |
| 3 | INSTITUTE FOR DEFENSE ANALYSES |
ALEXANDRIA VA |
| 1,546 |
| $875.1M |
| $6.3M |
| 4 | OREGON EMERGENCY PHYSICIANS P.C. OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 100 | $114.6M | $2.6M |
| 5 | C.S. MOTT FOUNDATION CHARLES STEWART MOTT FOUNDATION TAX DEFERRED SAVINGS PLAN | FLINT MI | 79 | $47.5M | $1.4M |
| 6 | NATIONAL CARGO BUREAU, INC. INCENTIVE SAVINGS AND INVESTMENT PLAN FOR EMPLOYEES OF NATIONAL CARGO BUREAU, INC. | NEW YORK NY | 104 | $34.2M | $975K |
