Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VAN TAX-MANAGED CAP APP ADM in their Schedule of Assets, totaling $2.7M 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 | PRIORITY ONE SERVICES, INC. PRIORITY ONE SERVICES, INC. RETIREMENT PLAN | ALEXANDRIA VA | 418 | $17.4M | $812K |
| 2 | PERFECT SENSE INC. PERFECT SENSE INC. 401(K) PLAN | RESTON VA | 192 | $38.5M | $682K |
| 3 | METABOLON, INC. METABOLON 401(K) PLAN |
MORRISVILLE NC |
| 122 |
| $25.4M |
| $511K |
| 4 | HOL-DAV, INC. JOHNSON AUTOMOTIVE PROFIT SHARING PLAN | RALEIGH NC | 893 | $33.6M | $439K |
| 5 | IDEXCEL, INC. IDEXCEL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HERNDON VA | 238 | $6.7M | $151K |
| 6 | RONILE, INC. RONILE, INC. AND SUBSIDIARIES SAVINGS AND RETIREMENT PLAN | ROCKY MOUNT VA | 61 | $8.3M | $104K |
| 7 | RIGGS COMMUNITY HEALTH CENTER, I RIGGS COMMUNITY HEALTH CENTER RETIREMENT PLAN | LAFAYETTE IN | 163 | $4.8M | $10K |
| 8 | FREEDOM FIRST FEDERAL CREDIT UNI FREEDOM FIRST FEDERAL CREDIT UNION 401(K) PLAN | ROANOKE VA | 215 | $16.1M | $8K |
