Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard FTSE All-World ex-US Index Admiral in their Schedule of Assets, totaling $5.1M 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 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $3.3M |
| 2 | NEWPORT GROUP, INC. ADVISOR MANAGED POOLED EMPLOYER PLAN | FOLSOM CA | 1,320 | $42.3M | $815K |
| 3 | ULTA SALON COSMETICS & FRAGRANCE, INC. ULTA SALON COSMETICS & FRAGRANCE 401(K) RETIREMENT PLAN |
BOLINGBROOK IL |
| 67,118 |
| $542.0M |
| $617K |
| 4 | GHP GROUP, INC. GHP GROUP, INC. RETIREMENT SAVINGS PLAN & TRUST | ELK GROVE VILLAGE IL | 120 | $10.1M | $368K |
| 5 | SWD, INC. SWD, INC. DEFINED CONTRIBUTION PLAN | ADDISON IL | 192 | $14.8M | $50K |
