Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANG EM STK IDX ADM in their Schedule of Assets, totaling $4.4M 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 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $1.3M |
| 2 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN | TAMPA FL | 1,268 | $123.0M | $1.0M |
| 3 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN |
NASHVILLE TN |
| 680 |
| $68.1M |
| $898K |
| 4 | HEARTLAND HOME SERVICES, INC. HEARTLAND HOME SERVICES, INC. 401(K) PLAN | GRAND RAPIDS MI | 2,082 | $79.8M | $727K |
| 5 | WINTER SPORTS, INC. WINTER SPORTS, INC. RETIREMENT PLAN & TRUST | WHITEFISH MT | 159 | $7.3M | $169K |
| 6 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN | JACKSONVILLE FL | 177 | $11.7M | $165K |
| 7 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $149K |
| 8 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $16K |
| 9 | CONTINUUM COMPANIES, INC. CONTINUUM COMPANIES INC. 401(K) PLAN | CONSHOHOCKEN PA | 574 | $7.5M | $499 |
