Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Capital Opportunity Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $788K 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 | FIRST WESTERN BANK & TRUST FIRST WESTERN BANK & TRUST 401(K) | MINOT ND | 308 | $43.7M | $788K |
