Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Emrg Mkts Stk Index Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | HR BENEFITS INC 401(K) TECH COLLECTIVE PLAN | ISSAQUAH WA | 2,360 | $88.8M | $1.2M |
| 2 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $820K |
| 3 | J.D. OTT CO., INC J.D. OTT CO., INC. RETIREMENT PLAN AND TRUST |
SEATTLE WA |
| 96 |
| $7.6M |
| $20K |
