Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 621 U.S. retirement plans report holding Vanguard Emg Mkts Stk Idx Adm in their Schedule of Assets, totaling $90.7M 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 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $2.4M |
| 2 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $2.3M |
| 3 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN |
FT WASHINGTON PA |
| 2,200 |
| $139.8M |
| $1.7M |
| 4 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 163 | $56.1M | $1.6M |
| 5 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $1.6M |
| 6 | FORGE GLOBAL, INC FORGE GLOBAL 401(K) PLAN | SAN FRANCISCO CA | 290 | $19.1M | $1.5M |
| 7 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 916 | $100.3M | $1.4M |
| 8 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $1.3M |
| 9 | CELONIS, INC. CELONIS, INC. 401(K) PLAN | NEW YORK NY | 794 | $82.8M | $1.2M |
| 10 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $1.1M |
