Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Financials Index Fund, Admiral Shares " in their Schedule of Assets, totaling $1.4M 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 | HEALTH PRO MANAGEMENT SERVICES, LLC HEALTHPRO-HERITAGE 401(K) PLAN | HUNT VALLEY MD | 6,109 | $161.9M | $553K |
| 2 | ZMC HOTELS, LLC ZMC HOTELS, LLC 401(K) PLAN | WALNUT CREEK CA | 1,665 | $11.5M | $210K |
| 3 | SUMMIT CONTRACTING GROUP, INC. SUMMIT CONTRACTING GROUP, INC. 401(K) PLAN |
JACKSONVILLE FL |
| 359 |
| $17.8M |
| $63K |
| 4 | SECURITY EQUIPMENT CORPORATION SECURITY EQUIPMENT CORPORATION 401(K) PLAN | FENTON MO | 131 | $6.7M | $61K |
| 5 | POINT DIGITAL FINANCE, INC. POINT DIGITAL FINANCE 401(K) PLAN | PALO ALTO CA | 165 | $10.6M | $60K |
| 6 | ENTERPRISE OFFSHORE DRILLING LLC ENTERPRISE OFFSHORE DRILLING 401(K) PLAN | HOUSTON TX | 407 | $15.3M | $55K |
| 7 | PARTICLE MEDIA, INC. PARTICLE MEDIA 401(K) PLAN | MOUNTAIN VIEW CA | 92 | $11.2M | $48K |
| 8 | LAUNCH MEDIA SOLUTIONS LLC. LAUNCH MEDIA SOLUTIONS 401(K) PLAN | DELRAY BEACH FL | 98 | $7.2M | $39K |
| 9 | A. RAYMOND CORPORATE NA, INC. A. RAYMOND CORPORATE NA, INC. 401(K) PLAN | ROCHESTER HILLS MI | 725 | $82.8M | $29K |
| 10 | CALSIGI LLC DBA STRAT INFO GROUP CALSIGI LLC 401(K) PLAN | ROCK HILL SC | 102 | $14.2M | $27K |
