Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Financials Index Fund Admiral Shares N/R in their Schedule of Assets, totaling $857K 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 | AMERESCO, INC. AMERESCO, INC. 401(K) PLAN | FRAMINGHAM MA | 1,318 | $251.6M | $853K |
| 2 | SPRING CARE, INC. SPRING CARE, INC. 401(K) PLAN | NEW YORK NY | 1,070 | $30.1M | $3K |
| 3 | PHDATA INC PHDATA 401(K) PLAN | MINNEAPOLIS MN | 313 |
| $27.4M |
| $1K |
