Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Global Equity in their Schedule of Assets, totaling $13.5M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $12.8M |
| 2 | THE HIEBING GROUP INC THE HIEBING GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING TRUST | MADISON WI | 137 | $35.1M | $389K |
| 3 | SNOHOMISH COUNTY PUBLIC DEFENDER ASSOCIATION |
EVERETT WA |
| 162 |
| $25.3M |
| $174K |
| 4 | HUGO ENTERPRISES LLC HUGO ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST | LITTLETON CO | 158 | $7.3M | $157K |