Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding Vanguard* Retirement Savings Trust III in their Schedule of Assets, totaling $1.5B 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 | CANON U.S.A., INC. CANON EMPLOYEE SAVINGS AND RETIREMENT PLAN | MELVILLE NY | 6,453 | $2.7B | $225.6M |
| 3 | 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 |
| 4 | BORGWARNER INC. BORGWARNER INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 5,654 | $1.6B | $105.8M |
| 5 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $69.0M |
| 6 | STEELCASE, INC. STEELCASE INC. RETIREMENT PLAN | GRAND RAPIDS MI | 4,148 | $1.5B | $64.6M |
| 7 | GAF LLC GAF LLC 401(K) PLAN | PARSIPPANY NJ | 5,533 | $1.1B | $64.4M |
| 8 | WAWA, INC. WAWA, INC. 401(K) PLAN | WAWA PA | 18,984 | $1.1B | $52.9M |
| 9 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN | BOSTON MA | 1,252 | $282.3M | $49.0M |
| 10 | ESSITY NORTH AMERICA INC. ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN | PHILADELPHIA PA | 3,118 | $912.8M | $46.2M |
