Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Financials Index Fund Admiral Shares Mutual fund in their Schedule of Assets, totaling $441K 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 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $139K |
| 2 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $98K |
| 3 | NARVAR INC NARVAR 401(K) PLAN |
SAN MATEO CA |
| 182 |
| $15.1M |
| $82K |
| 4 | ALTRUIST CORP ALTRUIST CORP 401(K) PLAN | CULVER CITY CA | 375 | $20.0M | $54K |
| 5 | BENTLEY TRUCK SERVICES, INC. BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOGAN TWP NJ | 173 | $9.1M | $26K |
| 6 | VERATO INC. VERATO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MCLEAN VA | 116 | $14.1M | $9K |
| 7 | CHAINBRIDGE SOLUTIONS INC. CHAINBRIDGE SOLUTIONS 401(K) PLAN | FAIRFAX VA | 105 | $5.3M | $8K |
| 8 | TROVE INFORMATION TECHNOLOGIES, INC. TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN | SAN FRANCISCO CA | 139 | $9.2M | $8K |
| 9 | LOOP NOW TECHNOLOGIES, INC LOOP NOW TECHNOLOGIES 401(K) PLAN | SAN MATEO CA | 89 | $3.0M | $6K |
| 10 | MODERN TREASURY CORP. MODERN TREASURY 401(K) PLAN | SAN FRANCISCO CA | 176 | $9.4M | $6K |
