Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding VANG SM VAL IDX INST in their Schedule of Assets, totaling $34.0M 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 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $10.1M |
| 2 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $8.3M |
| 3 | FREEMAN DECORATING CO. FREEMAN 401(K) PLAN |
DALLAS TX |
| 5,797 |
| $686.4M |
| $7.9M |
| 4 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $4.2M |
| 5 | THE EMORY CLINIC, INC. THE EMORY CLINIC, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 2,350 | $1.0B | $3.3M |
| 6 | MCGEE AIR SERVICES, INC. MCGEE RETIREMENT READINESS PLAN | RENTON WA | 2,980 | $10.1M | $65K |
