Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Financials Index Fund Admiral Shares # 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 | PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. 401(K) PLAN | BARTOW FL | 436 | $15.8M | $1.0M |
| 2 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $248K |
| 3 | P&A ADMINISTRATIVE SERVICES, INC. |
WILLIAMSVILLE NY |
| 223 |
| $9.4M |
| $141K |
| 4 | PROSPECT CAPITAL MANAGEMENT, LP PROSPECT CAPITAL MANAGEMENT, LP PROFIT SHARING PLAN AND TRUST | WEST PALM BCH FL | 129 | $38.5M | $29K |
| 5 | LOS ANGELES JEWISH HOME FOR THE AGING LA JEWISH HOME FOR THE AGING RETIREMENT PLAN | RESEDA CA | 1,115 | $58.0M | $22K |
| 6 | VENDASTA USA INC. VENDASTA USA INC. 401(K) PLAN | SAN FRANCISCO CA | 74 | $12.6M | $10K |
| 7 | NTOPOLOGY, INC. NTOPOLOGY 401(K) PLAN | NEW YORK NY | 87 | $8.5M | $8K |
| 8 | ESIMPLICITY, INC ESIMPLICITY 401(K) PLAN | SILVER SPRING MD | 234 | $12.0M | $4K |
