Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 94 retirement plans report an interest in this investment, totaling $139.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TA Vanguard Total Stck Mrkt Index R, TA Vanguard Total Stck Mrkt Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON UT | 9,010 | $233.9M | $27.9M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $17.4M |
| 3 | EMPOWER HR, LLC EMPOWER HR RETIREMENT SAVINGS PLAN | CHANDLER AZ | 7,792 | $114.8M | $13.9M |
| 4 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $12.0M |
| 5 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $11.3M |
| 6 | PRINTING INDUSTRIES ASSOCIATION, INC. GRAPHIC COMMUNICATIONS 401(K) PLAN | LOS ANGELES CA | 506 | $20.1M | $6.4M |
| 7 | 1 SOURCE BUSINESS SOLUTIONS, LLC 1 SOURCE BUSINESS SOLUTIONS 401(K) PLAN | MIDVALE UT | 2,509 | $41.5M | $3.2M |
| 8 | JUNIOR ACHIEVEMENT USA JA USA 401(K) PLAN | COLORADO SPRINGS CO | 989 | $43.0M | $2.6M |
| 9 | WEIFIELD GROUP HOLDINGS, LLC WEIFIELD GROUP 401(K) RETIREMENT PLAN | CENTENNIAL CO | 703 | $18.6M | $2.2M |
| 10 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN | MILES CITY MT | 1,143 | $53.2M | $2.1M |
