Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANGUARD EXP VAL INV in their Schedule of Assets, totaling $1.5M 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 | MEDICAL DIAGNOSTIC LABORATORIES, MEDICAL DIAGNOSTIC LABORATORIES, LLC 401(K) PROFIT SHARING PLAN | HAMILTON NJ | 599 | $35.0M | $528K |
| 2 | CONTINENTAL FINANCE COMPANY CONTINENTAL FINANCE COMPANY 401(K) PLAN | WILMINGTON DE | 141 | $20.4M | $459K |
| 3 | HARMONY HEALTHCARE LONG ISLAND |
GARDEN CITY NY |
| 330 |
| $16.3M |
| $301K |
| 4 | CDATA SOFTWARE, INC. CDATA SOFTWARE, INC. 401(K) PLAN | CHAPEL HILL NC | 175 | $14.8M | $140K |
| 5 | NEON ONE, LLC NEON ONE, LLC 401(K) PLAN | CHICAGO IL | 147 | $7.2M | $73K |
