Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Funds in their Schedule of Assets, totaling $350.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAC SERVICES, LLC RETIREMENT SAVINGS PLAN OF FLAD AFFILIATED CORP. | MADISON WI | 1,399 | $383.7M | $275.2M |
| 2 | DESCARTES SYSTEMS USA LLC DESCARTES SYSTEMS GROUP EMPLOYEE RETIREMENT PLAN | ATLANTA GA | 659 | $83.3M | $25.2M |
| 3 | MADISON MEDICAL AFFILIATES, INC. |
MILWAUKEE WI |
| 286 |
| $84.9M |
| $20.5M |
| 4 | FIRST NATIONAL BANK AND TRUST COMPANY OF BELOIT CENTRE 1 BANCORP, INC. 401(K) PLAN | BELOIT WI | 281 | $35.0M | $16.0M |
| 5 | CONNECTICUT MUTUAL HOLDING COMPANY CONNECTICUT MUTUAL HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTED CT | 151 | $32.2M | $7.0M |
| 6 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $3.0M |
| 7 | STYX ACQUISITION, LLC BUEHLER'S FRESH FOODS EMPLOYEES' 401(K) PLAN | WOOSTER OH | 1,351 | $39.3M | $1.7M |
| 8 | AIR FORCE ACADEMY ATHLETIC CORPORATION AFAAC 401(K) PLAN | USAF ACADEMY CO | 133 | $10.7M | $1.2M |
| 9 | WARREN TIRE SERVICE CENTER, INC. WARREN TIRE SERVICE CENTER, INC. PROFIT SHARING 401(K) PLAN | QUEENSBURY NY | 110 | $7.5M | $553K |
