Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust III in their Schedule of Assets, totaling $187.1M 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 | DART CONTAINER OF MICHIGAN LLC DART CONTAINER CORPORATION EMPLOYEES' 401(K) PLUS PLAN | MASON MI | 10,480 | $1.0B | $48.1M |
| 2 | FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 1,718 | $756.0M | $44.3M |
| 3 | FLINT GROUP PACKAGING INKS NORTH AMERICA HOLDINGS LLC |
LIVONIA MI |
| 1,063 |
| $281.7M |
| $37.9M |
| 4 | AULTMAN HEALTH FOUNDATION AULTMAN 401(K) PLAN | CANTON OH | 6,691 | $826.0M | $14.9M |
| 5 | DANIEL J. EDELMAN HOLDINGS, INC. DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | CHICAGO IL | 3,116 | $543.7M | $13.0M |
| 6 | VOLKSWAGEN GROUP OF AMERICA, INC. VOLKSWAGEN GROUP OF AMERICA, INC. DEFINED CONTRIBUTION AND SAVINGS PLAN | RESTON VA | 8,741 | $1.6B | $10.9M |
| 7 | POST & SCHELL, P.C. POST & SCHELL, P.C. PROFIT SHARING PLAN | PHILADELPHIA PA | 276 | $160.9M | $10.1M |
| 8 | THE PEPPER COMPANIES, INC. THE PEPPER COMPANIES, INC. RETIREMENT AND SAVINGS PLAN | BARRINGTON IL | 689 | $164.7M | $7.9M |
| 9 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $102K |
