Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Financials Index ETF 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 | HENNION & WALSH. INC HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST | PARSIPPANY NJ | 126 | $38.6M | $1.2M |
| 2 | BC USA GP, LLC BLUECREST USA GP LLC 401(K) PLAN | NEW YORK NY | 100 | $27.9M | $720K |
| 3 | ALECTOR, LLC ALECTOR LLC RETIREMENT TRUST |
SOUTH SAN FRANCISCO CA |
| 238 |
| $33.9M |
| $412K |
| 4 | BP3 GLOBAL INCORPORATED BP3 GLOBAL INC. 401(K) PSP & TRUST | AUSTIN TX | 49 | $14.4M | $259K |
| 5 | ATLAS DATA SYSTEMS, LLC ATLAS DATA SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | BERKELEY HEIGHTS NJ | 241 | $15.1M | $209K |
| 6 | INTERCOM, INC. INTERCOM, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 287 | $31.8M | $65K |
| 7 | SIGMA DESIGN INC. SIGMA DESIGN INC. 401(K) PLAN | CAMAS WA | 260 | $31.7M | $39K |
| 8 | BERG SENIOR SERVICES, LLC BERG SENIOR SERVICES LLC 401K PS PLAN & TRUST | MORAGA CA | 0 | $10.8M | $27K |
| 9 | WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC RETIREMENT | GREENWOOD WI | 329 | $14.3M | $26K |
| 10 | MIDWEST FASTENER CORP. MIDWEST FASTENER CORP. 401(K) PLAN | PORTAGE MI | 531 | $15.1M | $19K |
