Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company in their Schedule of Assets, totaling $140.4M 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 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $17.8M |
| 2 | TIGERRISK PARTNERS, LLC HOWDEN RE 401(K) & PROFIT SHARING PLAN | STAMFORD CT | 356 | $79.8M | $14.3M |
| 3 | A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES AWS 401(K) PROFIT SHARING PLAN |
FORT WAYNE IN |
| 2,562 |
| $35.4M |
| $9.0M |
| 4 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $8.0M |
| 5 | WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | SIOUX CITY IA | 254 | $101.0M | $7.6M |
| 6 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $7.3M |
| 7 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $7.0M |
| 8 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $6.8M |
| 9 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN | AKRON OH | 295 | $34.4M | $6.8M |
| 10 | CYPRESS CREEK RENEWABLES, LLC CYPRESS CREEK 401(K) PLAN | SANTA MONICA CA | 401 | $50.8M | $6.0M |
