Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard PRIMECAP Fund Investor Shares Mutual Fund in their Schedule of Assets, totaling $12.9M 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 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $7.9M |
| 2 | STELLAR SOLUTIONS, INC. STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN | LOS ALTOS CA | 218 | $126.4M | $4.3M |
| 3 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL INC. DEFINED CONTRIBUTION PLAN FOR SALARIED EMPLOYEES |
JACKSONVILLE FL |
| 525 |
| $28.4M |
| $550K |
| 4 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $111K |
