Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Intl Value Inv Fund Mutual fund in their Schedule of Assets, totaling $1.3M 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 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | SPARKS MD | 559 | $68.2M | $1.1M |
| 2 | INSURANCE OFFICE OF AMERICA, INC. INSURANCE OFFICE OF AMERICA 401(K) PLAN | LONGWOOD FL | 1,227 | $84.1M | $188K |
| 3 | BIG ARCHITECTURE D.P.C. |
BROOKLYN NY |
| 125 |
| $8.4M |
| $89K |
| 4 | PIN OF GA, LLC DBA PHOENIX SYSTEMS PIN OF GA 401(K) PLAN | ALPHARETTA GA | 124 | $3.6M | $9K |