Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Total World Stock Index Fund Admiral Shares " in their Schedule of Assets, totaling $14.1M 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 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $7.4M |
| 2 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $2.8M |
| 3 | EMERGEORTHO, P.A. EMERGEORTHO PA RETIREMENT PLAN 2 |
DURHAM NC |
| 1,251 |
| $61.0M |
| $1.7M |
| 4 | TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN | HONOLULU HI | 439 | $125.7M | $762K |
| 5 | RAILPROS, INC. RAILPROS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | IRVINE CA | 1,034 | $44.0M | $685K |
| 6 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | RALEIGH NC | 125 | $17.5M | $611K |
| 7 | IES DOWNSTEAM LLC IES DOWNSTREAM LLC 401(K) PLAN | KAPOLEI HI | 140 | $32.6M | $183K |
| 8 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $55K |
| 9 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $29K |
| 10 | NATIONAL MORTGAGE & FINANCE CO LTD NATIONAL MORTGAGE AND FINANCE COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 88 | $14.5M | $3K |
