Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Consumer Discretionary Idx ETF Vanguard 0 in their Schedule of Assets, totaling $1.0M 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 | BC USA GP, LLC BLUECREST USA GP LLC 401(K) PLAN | NEW YORK NY | 100 | $27.9M | $453K |
| 2 | HENNION & WALSH. INC HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST | PARSIPPANY NJ | 126 | $38.6M | $290K |
| 3 | INTERCOM, INC. INTERCOM, INC. RETIREMENT TRUST |
SAN FRANCISCO CA |
| 287 |
| $31.8M |
| $136K |
| 4 | BP3 GLOBAL INCORPORATED BP3 GLOBAL INC. 401(K) PSP & TRUST | AUSTIN TX | 49 | $14.4M | $111K |
| 5 | BERG SENIOR SERVICES, LLC BERG SENIOR SERVICES LLC 401K PS PLAN & TRUST | MORAGA CA | 0 | $10.8M | $13K |
| 6 | MIDWEST FASTENER CORP. MIDWEST FASTENER CORP. 401(K) PLAN | PORTAGE MI | 531 | $15.1M | $9K |
| 7 | FREESTONE GROVE PARTNERS LP FREESTONE GROVE PARTNERS LP 401(K) PLAN | SAN FRANCISCO CA | 132 | $2.7M | $2K |
