Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard FTSE All-World ex-US Small Cap in their Schedule of Assets, totaling $1.1M 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 | NNR GLOBAL LOGISTICS USA INC. NNR GLOBAL LOGISTICS USA INC. RETIREMENT PLAN | ITASCA IL | 298 | $28.8M | $863K |
| 2 | HOMER MANAGEMENT LLC HOMER'S TREE-MENDOUS 401(K) PLAN AND TRUST | LOCKPORT IL | 100 | $7.4M | $255K |
| 3 | CHARTWELL FINANCIAL ADVISORY, INC. CHARTWELL 401(K) PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 104 |
| $19.2M |
| $28K |
