Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Financials ETF " in their Schedule of Assets, totaling $1.9M 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 | NEW YORK STATE UNITED TEACHERS NYSUT RETIREE VEBA HEALTH FUND | LATHAM NY | 390 | $46.4M | $1.9M |
| 2 | BIRDEYE INC. BIRDEYE INC. RETIREMENT TRUST | PALO ALTO CA | 243 | $10.5M | $23K |
| 3 | FIBERRISE FIBERRISE RETIREMENT PLAN | MADISON |
| 0 |
| $0 |
| $5K |