Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Total Stock Market Index Fund Mutual fund NR in their Schedule of Assets, totaling $24.2M 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 | EVOLENT HEALTH LLC EVOLENT HEALTH 401(K) PLAN | ARLINGTON VA | 3,226 | $289.2M | $16.4M |
| 2 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | BRISBANE CA | 181 | $65.9M | $5.0M |
| 3 | INDEX ANALYTICS LLC INDEX ANALYTICS LLC 401(K) PLAN |
BALTIMORE MD |
| 294 |
| $13.8M |
| $1.3M |
| 4 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN | WALNUT CREEK CA | 302 | $30.5M | $949K |
| 5 | ROUND HILL COUNTRY CLUB ROUND HILL COUNTRY CLUB 401(K) PLAN | ALAMO CA | 301 | $8.9M | $412K |
| 6 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN | MCLEAN VA | 110 | $14.1M | $80K |
| 7 | OCT CONSULTING, LLC. OCT CONSULTING, LLC. 401(K) PLAN | MCLEAN VA | 146 | $3.7M | $20K |
