Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Federal Money Market Fund Inv Mutual fund in their Schedule of Assets, totaling $2.5M 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 | SEVERSON & WERSON SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | SAN FRANCISCO CA | 63 | $52.8M | $2.0M |
| 2 | HOSPITAL HOUSEKEEPING SYSTEMS, LLC HOSPITAL HOUSEKEEPING SYSTEMS 401(K) BENEFIT PLAN | DRIPPING SPRINGS TX | 14,609 | $35.5M | $452K |
| 3 | DRAKE SOFTWARE |
FRANKLIN NC |
| 957 |
| $60.9M |
| $14K |
| 4 | VISIO FINANCIAL SERVICES, INC. VISIO FINANCIAL SERVICES, INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 186 | $10.0M | $1K |
