Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Emrg Mkt Stk Idx Inst Registered Investment Company in their Schedule of Assets, totaling $195.7M 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 | BRIDGEWATER ASSOCIATES, LP BRIDGEWATER ASSOCIATES, LP 401(K) PLAN | WESTPORT CT | 1,213 | $613.9M | $28.5M |
| 2 | MAVERICK TUBE CORPORATION TENARIS 401(K) SAVINGS PLAN | HOUSTON TX | 3,524 | $366.1M | $25.6M |
| 3 | COTY INC. COTY RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 2,009 |
| $449.6M |
| $21.8M |
| 4 | ENCOMPASS HEALTH CORPORATION ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 26,914 | $1.7B | $21.6M |
| 5 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $18.3M |
| 6 | HYDRIL COMPANY TENARIS 401(K) SAVINGS PLAN | HOUSTON TX | 3,279 | $228.8M | $15.6M |
| 7 | COLORADO PERMANENTE MEDICAL GROUP, P.C. COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | DENVER CO | 1,259 | $1.0B | $14.7M |
| 8 | ZILLOW GROUP, INC. ZILLOW GROUP 401(K) PLAN | SEATTLE WA | 6,441 | $849.8M | $11.1M |
| 9 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $11.1M |
| 10 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $10.1M |
