Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Financials Index in their Schedule of Assets, totaling $179K 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 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $162K |
| 2 | J127 EDUCATION FOUNDATION J127 EDUCATION FOUNDATION 403(B) THRIFT PLAN | FAIRFAX VA | 245 | $6.5M | $13K |
| 3 | PENN STAINLESS PRODUCTS, INC. |
QUAKERTOWN PA |
| 221 |
| $23.0M |
| $4K |
