Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Ttl Stk Mkt Idx Adm Mutual fund in their Schedule of Assets, totaling $31.9M 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 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $12.3M |
| 2 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $4.7M |
| 3 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN |
DENVER CO |
| 2,379 |
| $355.9M |
| $4.2M |
| 4 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $3.3M |
| 5 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $3.0M |
| 6 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $2.0M |
| 7 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $1.5M |
| 8 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION TDA | WASHINGTON DC | 160 | $25.0M | $540K |
| 9 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN | WASHINGTON DC | 186 | $42.0M | $370K |
