Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Financials Index Adm Registered Investment Company in their Schedule of Assets, totaling $396K 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 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN | PETALUMA CA | 642 | $87.4M | $302K |
| 2 | SOUTHERN OREGON CARDIOLOGY LLC SOUTHERN OREGON CARDIOLOGY LLC 401(K) PLAN | MEDFORD OR | 98 | $29.8M | $48K |
| 3 | INCLOUD LLC ONTRA 401(K) PLAN |
CONCORD CA |
| 329 |
| $20.2M |
| $25K |
| 4 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $20K |
