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 Registered Investment Company in their Schedule of Assets, totaling $304.4M 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 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $177.9M |
| 2 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $126.5M |
