Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Federal Money Market Inv money market in their Schedule of Assets, totaling $8.7M 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 | BPM LLP BPM PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 910 | $152.1M | $3.4M |
| 2 | ICONIQ CAPITAL, LLC ICONIQ CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 447 | $85.6M | $1.3M |
| 3 | REGAL REXNORD CORPORATION REGAL REXNORD RETIREMENT SAVINGS PLAN |
| 4,996 |
| $656.4M |
| $1.1M |
| 4 | EPIKA FLEET SERVICES, INC. EPIKA FLEET SERVICES 401(K) PLAN | NASHVILLE TN | 479 | $6.4M | $1.0M |
| 5 | REBUILD MANUFACTURING, LLC REBUILD MANUFACTURING 401(K) PLAN | FRAMINGHAM MA | 790 | $66.1M | $933K |
| 6 | ELLISON ENVIRONMENTAL, INC. ELLISON ENVIRONMENTAL 401(K) PROFIT SHARING PLAN | ARROYO GRANDE CA | 113 | $7.1M | $510K |
| 7 | RIVERMAID TRADING COMPANY RIVERMAID TRADING COMPANY 401(K) PROFIT SHARING PLAN | LODI CA | 416 | $7.9M | $176K |
| 8 | DIGITAL PROMISE DIGITAL PROMISE 401(K) PLAN | WASHINGTON DC | 211 | $15.3M | $158K |
| 9 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $2K |
