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 US Registered Investment Company in their Schedule of Assets, totaling $641K 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 | MCGINNIS LOCHRIDGE LLP MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN | AUSTIN TX | 137 | $64.6M | $510K |
| 2 | ROCKY BRANDS, INC. ROCKY BRANDS, INC. 401(K) PLAN AND TRUST | NELSONVILLE OH | 490 | $40.9M | $77K |
| 3 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST |
INDEPENDENCE OH |
| 636 |
| $58.5M |
| $54K |
