Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding VAN LG TRM TREAS IDX ADM in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN | NEW YORK NY | 477 | $59.0M | $339K |
| 2 | CB INFORMATION SERVICES, INC. CB INSIGHTS 401(K) PLAN | NEW YORK NY | 195 | $22.3M | $302K |
| 3 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN |
ONTARIO CA |
| 1,869 |
| $93.3M |
| $263K |
| 4 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $137K |
| 5 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $103K |
| 6 | FLEXWARE INNOVATION, INC. FLEXWARE INNOVATION, INC. 401(K) PLAN | FISHERS IN | 197 | $19.7M | $48K |
| 7 | AR FRANCHISING, INC AR FRANCHISING, INC. 401(K) PLAN | ST. PETERSBURG FL | 66 | $4.9M | $43K |
| 8 | FITZMARK, LLC FITZMARK, LLC 401(K) PLAN | INDIANAPOLIS IN | 340 | $16.6M | $39K |
| 9 | EFFECTUAL INC. EFFECTUAL 401(K) PLAN | JERSEY CITY NJ | 179 | $14.9M | $22K |
| 10 | ARIA CARE MANAGEMENT, LLC ARIA CARE MANAGEMENT LLC 401K PLAN | OVERLAND PARK KS | 436 | $6.2M | $20K |
