Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Global Equity Inv in their Schedule of Assets, totaling $6.0M 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 | WESTERN CARRIERS, INC. WESTERN CARRIERS, INC. PROFIT SHARING PLAN | NORTH BERGEN NJ | 815 | $41.7M | $3.6M |
| 2 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $1.5M |
| 3 | MIDTOWN COMMUNITY HEALTH CENTER, INC. MIDTOWN COMMUNITY HEALTH CENTER 403(B) PLAN |
OGDEN UT |
| 184 |
| $14.2M |
| $292K |
| 4 | WESTMINSTER CANTERBURY OF THE BLUE RIDGE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 403(B) PLAN | CHARLOTTESVILLE VA | 264 | $9.9M | $213K |
| 5 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $180K |
| 6 | CONSUMER LINK, INC. CONSUMER LINK, INC. 401K RETIREMENT PLAN | DURHAM NC | 105 | $26.7M | $156K |
| 7 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN | BOSTON MA | 125 | $12.3M | $65K |