Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANG SM CP IDX IS PL in their Schedule of Assets, totaling $153.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $64.2M |
| 2 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $49.8M |
| 3 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN |
ATLANTA GA |
| 35,518 |
| $2.8B |
| $22.4M |
| 4 | THE EMORY CLINIC, INC. THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,350 | $1.0B | $16.7M |
