Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Capital Opportunity Fund Investor Shares in their Schedule of Assets, totaling $1.5M 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 | EL DORADO SAVINGS BANK EL DORADO SAVINGS BANK PROFIT SHARING PLAN | PLACERVILLE CA | 252 | $43.4M | $1.2M |
| 2 | FIRST BANK SAVINGS PLAN FOR EMPLOYEES OF FIRST BANK | KETCHIKAN AK | 131 | $22.9M | $307K |
