Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Materials Index Adm 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.
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 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $544K |
| 2 | ROGERS, LOVELOCK & FRITZ, INC. PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC. | ORLANDO FL | 89 | $40.5M | $307K |
| 3 | HELIX ENVIRONMENTAL PLANNING |
LA MESA CA |
| 248 |
| $18.9M |
| $237K |
| 4 | HUGHESLEAHYKARLOVIC, INC. HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN | ST. LOUIS MO | 121 | $20.5M | $79K |
| 5 | HTC AMERICA, INC. HTC AMERICA, INC. 401(K) PLAN | BERKELEY CA | 98 | $32.6M | $70K |
| 6 | PHILLIPS FARMS, LLC PHILLIPS FARMS, LLC 401(K) PLAN | LODI CA | 171 | $14.5M | $66K |
| 7 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $48K |
| 8 | TEXAS MEDICAL CAREERS LIMITED DB THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN | HOUSTON TX | 847 | $10.6M | $43K |
| 9 | THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA SC | 199 | $12.7M | $37K |
| 10 | WILLIAM H. KOPKE, JR., INC. THE WILLIAM H. KOPKE, JR., INC. & RELATED COMPANIES RETIREMENT SAVINGS PLAN | PORT WASHINGTON NY | 259 | $8.0M | $31K |
