Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Financials Index Fund Mutual fund in their Schedule of Assets, totaling $1.5M 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 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $910K |
| 2 | BOEING INTELLIGENCE & ANALYTICS BOEING INTELLIGENCE & ANALYTICS 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 589 | $101.9M | $158K |
| 3 | HAMCOR, INC. DBA DUBLIN TOYOTA |
DUBLIN CA |
| 261 |
| $15.6M |
| $109K |
| 4 | S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 68 | $15.2M | $56K |
| 5 | ALTA FOREST PRODUCTS, LLC ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN | CHEHALIS WA | 493 | $29.3M | $50K |
| 6 | PRECISION TOOLS SERVICE, INC. PTS GROUP SAVINGS PLAN | COLUMBUS IN | 239 | $14.0M | $45K |
| 7 | TREVDAN, INC TREVDAN, INC 401(K) PLAN | CHESTER SPRINGS PA | 107 | $13.4M | $44K |
| 8 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 303 | $16.7M | $36K |
| 9 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $21K |
| 10 | APPLIED INTUITION, INC. APPLIED INTUITION 401(K) PLAN | MOUNTAIN VIEW CA | 595 | $42.0M | $21K |
