Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Financials Index Adm Vanguard 0 in their Schedule of Assets, totaling $2.9M 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 | DOHAN INC. HANLEES DEALER GROUP 401(K) PLAN | FAIRFIELD CA | 298 | $17.8M | $863K |
| 2 | FEROLIE CORPORATION FEROLIE CORPORATION EE'S SVGS INVESTMENT PLAN | MONTVALE NJ | 421 | $53.5M | $592K |
| 3 | MYCO MECHANICAL, INC. MYCO MECHANICAL, INC. 401(K) RETIREMENT PLAN |
TELFORD PA |
| 202 |
| $40.8M |
| $262K |
| 4 | ISPA TECHNOLOGY, LLC ISPA TECHNOLOGY, LLC 401(K) PLAN | LITHIA FL | 97 | $14.8M | $250K |
| 5 | DOMAINTOOLS, LLC DOMAINTOOLS, LLC 401(K) PROFIT SHARING PLAN | SEATTLE WA | 101 | $10.1M | $158K |
| 6 | BTI360, LLC BTI360 401(K) PLAN | HERNDON VA | 144 | $36.6M | $143K |
| 7 | HOMEFRONT, INC. HOMEFRONT, INC. 401(K) PLAN | LAWRENCEVILLE NJ | 107 | $5.9M | $140K |
| 8 | L & R DISTRIBUTORS, INC. L & R DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 1,147 | $18.1M | $105K |
| 9 | MORTGAGE EXPRESS, LLC MORTGAGE EXPRESS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $20.5M | $73K |
| 10 | IT SOLUTIONS CONSULTING, LLC IT SOLUTIONS CONSULTING 401(K) PLAN | FORT WASHINGTON PA | 323 | $31.5M | $62K |
