Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VANGUARD TTL WLDSTK INDEX ADM Registered Investment Company in their Schedule of Assets, totaling $15.2M 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 | BUC-EE'S, LTD. COMPANY SAVINGS PLAN | LAKE JACKSON TX | 6,149 | $70.8M | $4.5M |
| 2 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $4.0M |
| 3 | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP |
SAN FRANCISCO CA |
| 221 |
| $149.2M |
| $2.6M |
| 4 | DRIEHAUS CAPITAL MANAGEMENT, LLC DRIEHAUS 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 161 | $101.9M | $1.7M |
| 5 | FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN | PLANO TX | 131 | $25.3M | $1.1M |
| 6 | NITROGEN WEALTH, INC. NITROGEN WEALTH, INC. 401(K) PLAN | AUBURN CA | 107 | $12.5M | $568K |
| 7 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $429K |
| 8 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $330K |
