Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vang Smcpvl Idx Adm in their Schedule of Assets, totaling $5.7M 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 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $1.8M |
| 2 | JERGENS, INC. JERGENS, INC. SALARY REDUCTION PROFIT SHARING RETIREMENT PLAN AND TRUST | CLEVELAND OH | 252 | $26.2M | $1.1M |
| 3 | OPTIVER SERVICES US LLC OPTIVER 401(K) PLAN |
CHICAGO IL |
| 540 |
| $153.6M |
| $814K |
| 4 | HEARTLAND SECURITY INSURANCE GROUP, INC. HEARTLAND SECURITY INSURANCE GROUP 401(K) PLAN AND TRUST | TYLER TX | 250 | $21.0M | $583K |
| 5 | NC EMPLOYMENT GROUP, INC. NEAL COMMUNITIES 401(K) PLAN | SARASOTA FL | 344 | $37.0M | $368K |
| 6 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 125 | $28.4M | $342K |
| 7 | IT SOFT USA INC. IT SOFT USA, INC. 401(K) PLAN | CHICAGO IL | 165 | $18.6M | $233K |
| 8 | IMS COMPANIES, LLC IMS COMPANIES, LLC RETIREMENT SAVINGS PLAN | DES PLAINES IL | 526 | $26.3M | $184K |
| 9 | PUBLIC PARTNERSHIPS LLC PUBLIC PARTNERSHIPS LLC 401(K) PLAN | BOSTON MA | 1,062 | $38.7M | $149K |
| 10 | WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN | INDEPENDENCE WI | 169 | $11.4M | $121K |
