Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vangrd Infl-Prt Secs Fund Adm Mutual Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 2,591 | $116.7M | $1.3M |
| 2 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $248K |
| 3 | LAUGHLIN, FALBO, LEVY & MORESI, LLP |
CONCORD CA |
| 181 |
| $24.9M |
| $126K |
