Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard International Value Portfolio Mutual fund in their Schedule of Assets, totaling $12.4M 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 | CGB ENTERPRISES, INC. CGB ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN | COVINGTON LA | 1,647 | $335.3M | $8.4M |
| 2 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $892K |
| 3 | FUSION RISK MANAGEMENT, INC |
CHICAGO IL |
| 226 |
| $24.0M |
| $888K |
| 4 | COOPER CONSOLIDATED, LLC COOPER CONSOLIDATED, LLC 401(K) RETIREMENT SAVINGS PLAN | COVINGTON LA | 203 | $28.5M | $676K |
| 5 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $470K |
| 6 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $415K |
| 7 | THE LEADING HOTELS OF THE WORLD, LTD. THE LEADING HOTELS OF THE WORLD, LTD. 401(K) PLAN | NEW YORK NY | 93 | $25.9M | $111K |
| 8 | BPN, LLP BPN, LLP RETIREMENT PLAN | VALHALLA NY | 144 | $15.3M | $106K |
| 9 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $105K |
| 10 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $87K |
