Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Total St Mk Ix In Pl in their Schedule of Assets, totaling $2.2B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN CT | 13,709 | $8.3B | $2.2B |
| 2 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES | NEW YORK NY | 86 | $14.8M | $805K |