Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 620 U.S. retirement plans report holding Vanguard Emg Mkts Stk Idx Adm in their Schedule of Assets, totaling $82.3M 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 | 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 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $1.6M |
| 5 | FORGE GLOBAL, INC FORGE GLOBAL 401(K) PLAN | SAN FRANCISCO CA | 290 | $19.1M | $1.5M |
| 6 | FOUR RIVERS NUCLEAR PARTNERSHIP FOUR RIVERS NUCLEAR PARTNERSHIP RETIREMENT PLAN | KEVIL KY | 831 | $108.4M | $1.5M |
| 7 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 148 | $45.0M | $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 | UPSTATE NIAGARA COOPERATIVE, INC UPSTATE NIAGARA COOPERATIVE, INC. RETIREMENT PLAN | LANCASTER NY | 1,107 | $132.7M | $1.1M |
| 10 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.0M |
