Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Developed Markets Idx Adm Mutual fund in their Schedule of Assets, totaling $2.7M 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 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 | $40.5M | $2.4M |
| 2 | APACHE MILLS, INC. APACHE MILLS INC. 401(K) PLAN | CALHOUN GA | 637 | $8.8M | $309K |
| 3 | PROVEN BEHAVIOR SOLUTIONS LLC PROVEN BEHAVIOR SOLUTIONS 401(K) PLAN |
NORWELL MA |
| 226 |
| $2.9M |
| $2K |