Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Financials Index Fund '' in their Schedule of Assets, totaling $1.7M 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 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $606K |
| 2 | TPG COMPANIES, INC. PROCACCIANTI COMPANIES, INC. 401(K) PLAN | CRANSTON RI | 138 | $28.4M | $309K |
| 3 | THE CITIZENS BANK |
FLORENCE SC |
| 223 |
| $27.7M |
| $266K |
| 4 | ANCHOR PARTNERS, LLC ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN | SOUTHLAKE TX | 949 | $22.8M | $222K |
| 5 | LENOX HOSPITALITY SERVICES, INC. LENOX HOSPITALITY SERVICES, INC. 401(K) PLAN | CRANSTON RI | 1,303 | $25.6M | $104K |
| 6 | GLADLY SOFTWARE, INC. GLADLY SOFTWARE, INC. RETIREMENT TRUST | MILLBRAE CA | 166 | $14.3M | $54K |
| 7 | BOLEY CENTERS, INC. BOLEY CENTERS 401(K) PLAN | PINELLAS PARK FL | 202 | $7.1M | $41K |
| 8 | AL VENTURE, LLC ANGELLIST RETIREMENT PLAN | SAN FRANCISCO CA | 143 | $15.1M | $36K |
| 9 | MCGRATH ENTERPRISES, INC. MCGRATH AUTOMOTIVE GROUP 401(K) PLAN | ELGIN IL | 545 | $24.0M | $27K |
| 10 | ABEL CINE TECH, INC. ABEL CINE TECH, INC. 401(K) RETIREMENT PLAN | BROOKLYN NY | 117 | $8.4M | $20K |
