Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Financials Index Adm Mutual fund in their Schedule of Assets, totaling $908K 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 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $299K |
| 2 | A-CORE, INC. A-CORE, INC. 401(K) PROFIT SHARING PLAN | MURRAY UT | 341 | $11.2M | $106K |
| 3 | BROOKBEAM DENTAL HOLDINGS, LLC BROOKBEAM DENTAL HOLDINGS, LLC 401(K) PLAN |
KINGSTON NY |
| 190 |
| $8.4M |
| $70K |
| 4 | CARD KINGDOM, INC. CARD KINGDOM, INC. 401(K) PLAN | MONROE WA | 428 | $13.4M | $61K |
| 5 | SMARTCONTRACT INC. SMARTCONTRACT 401(K) PLAN | NEW YORK NY | 295 | $13.7M | $61K |
| 6 | PHILLIPS FARMS, LLC PHILLIPS FARMS, LLC 401(K) PLAN | LODI CA | 171 | $14.5M | $47K |
| 7 | CALIFORNIA FAUCETS, INC. CALIFORNIA FAUCETS, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON BEACH CA | 231 | $9.0M | $43K |
| 8 | HTC AMERICA, INC. HTC AMERICA, INC. 401(K) PLAN | BERKELEY CA | 98 | $32.6M | $37K |
| 9 | GUIDELINE, INC. GUIDELINE 401(K) PLAN | BURLINGAME CA | 398 | $35.2M | $24K |
| 10 | TRENDLY, INC. TRENDLY 401(K) PLAN | BROOKLYN NY | 116 | $1.7M | $23K |
