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 Investor Shares Registered Investment Company in their Schedule of Assets, totaling $47.2M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $19.7M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $17.4M |
| 3 | COBB MECHANICAL CONTRACTORS, INC. |
COLORADO SPRINGS CO |
| 201 |
| $31.0M |
| $3.1M |
| 4 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $3.0M |
| 5 | SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN | PITTSBURGH PA | 139 | $47.9M | $2.1M |
| 6 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $1.8M |
