Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Retirement Savings Trust IV Common Collective Trust Fund in their Schedule of Assets, totaling $7.1M 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 | WAKE EMERGENCY PHYSICIANS, P.A. WAKE EMERGENCY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | CARY NC | 272 | $170.2M | $3.6M |
| 2 | HARTER SECREST & EMERY LLP HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN | ROCHESTER NY | 213 | $159.6M | $3.5M |
