Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Retirement Savings Trust III ** in their Schedule of Assets, totaling $786.1M 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 | TRIUMPH GROUP, INC. TRIUMPH GROUP, INC. 401K PLAN | RADNOR PA | 2,026 | $835.5M | $237.8M |
| 2 | USABLE MUTUAL INSURANCE COMPANY ARKANSAS BLUE CROSS AND BLUE SHIELD 401(K) SAVINGS AND PLUS PLAN | LITTLE ROCK AR | 3,352 | $788.6M | $121.2M |
| 3 | THE BOARD OF TRUSTEES OF THE MARITIME ASSOC. - I.L.A RETIREMENT PLAN |
HOUSTON TX |
| 4,847 |
| $901.1M |
| $104.8M |
| 4 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $69.0M |
| 5 | GAF LLC GAF LLC 401(K) PLAN | PARSIPPANY NJ | 5,533 | $1.1B | $64.4M |
| 6 | AVISTA CORPORATION INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA | SPOKANE WA | 1,994 | $843.5M | $37.5M |
| 7 | WOODGRAIN INC. WOODGRAIN MILLWORK, INC. EMPLOYEE SAVINGS PLAN AND TRUST | FRUITLAND ID | 4,444 | $271.8M | $20.2M |
| 8 | CROWN CORK & SEAL COMPANY, INC. CROWN CORK & SEAL COMPANY, INC. RETIREMENT THRIFT PLAN | YARDLEY PA | 2,065 | $180.0M | $18.6M |
| 9 | BASIN ELECTRIC POWER COOPERATIVE BASIN ELECTRIC POWER COOPERATIVE 401(K) PLAN | BISMARCK ND | 861 | $395.6M | $14.7M |
| 10 | H.C. STARCK INC. H. C. STARCK INC. SAVINGS AND RETIREMENT PLAN | NEWTON MA | 409 | $129.4M | $13.5M |