Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Commodity Strategy Fund Mutual Fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELECTRIC POWER RESEARCH INSTITUTE, INC. ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN | PALO ALTO CA | 1,278 | $605.1M | $1.4M |
| 2 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $1.3M |
| 3 | FIRST IC BANK |
DORAVILLE GA |
| 113 |
| $12.7M |
| $2K |