Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard FTSE All-Wld ex-US SmCp Idx Adm Mutual Fund in their Schedule of Assets, totaling $239K 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 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $166K |
| 2 | PHOENIX OVERSIGHT GROUP PHOENIX OVERSIGHT GROUP 401(K) PLAN | ARLINGTON VA | 73 | $7.6M | $53K |
| 3 | THIRD COAST EMPLOYEE SERVICES, LLC |
HOUSTON TX |
| 124 |
| $24.5M |
| $14K |
| 4 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $7K |
