Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Vanguard Financials Index Adm in their Schedule of Assets, totaling $6.4M 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 | HYUNDAI TRANSLEAD HYUNDAI TRANSLEAD EMPLOYEE SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 195 | $36.7M | $612K |
| 2 | METRO METALS NORTHWEST, INC. METRO METALS NORTHWEST, INC. 401(K) PLAN | PORTLAND OR | 361 | $31.2M | $508K |
| 3 | KOREAN AIR LINES CO., LTD KOREAN AIR LINES CO., LTD. 401(K) RETIREMENT PLAN |
LOS ANGELES CA |
| 287 |
| $61.3M |
| $377K |
| 4 | SIGNATURE ESTATE & INVESTMENT AD SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHAR | LOS ANGELES CA | 178 | $16.3M | $353K |
| 5 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $329K |
| 6 | VIRTUOSO, LTD VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 276 | $42.8M | $319K |
| 7 | CENTRAL DYNAMICS LLC CENDYN 401(K) PLAN | BOCA RATON FL | 220 | $14.7M | $317K |
| 8 | SPORTSCARE INSTITUTE INC. SPORTSCARE 401(K) PLAN | EAST HANOVER NJ | 289 | $14.2M | $242K |
| 9 | SAMSUNG SDI AMERICA, INC. SAMSUNG SDI AMERICA, INC. PROFIT | SAN JOSE CA | 461 | $28.1M | $236K |
| 10 | SHAKE-N-GO FASHION, INC. SHAKE-N-GO FASHION INC. 401(K) PROFIT SHARING PLAN & TRUST | PORT WASHINGTON NY | 187 | $59.9M | $219K |
