Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Financials Index Fund Mutual Funds in their Schedule of Assets, totaling $16K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SURGICAL SPECIALISTS OF CHARLO SURGICAL SPECIALISTS OF CHARLO 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 83 | $27.7M | $12K |
| 2 | ALLTRAILS, INC ALLTRAILS 401(K) PLAN | SAN FRANCISCO CA | 198 | $12.3M | $4K |
