Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vngrd Divd Gr Inv Mutual fund in their Schedule of Assets, totaling $3.5M 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 | THE DODGE COMPANY, INC. THE DODGE COMPANY SAVINGS AND RETIREMENT PLAN | BILLERICA MA | 100 | $27.8M | $756K |
| 2 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $581K |
| 3 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN |
YOUNGSTOWN OH |
| 1,156 |
| $12.7M |
| $535K |
| 4 | EYE CONSULTANTS OF ATLANTA, P.C. EYE CONSULTANTS OF ATLANTA, P.C. PROFIT SHARING PLAN AND TRUST | ATLANTA GA | 191 | $45.1M | $497K |
| 5 | 365 OPERATING COMPANY, LLC 365 DATA CENTERS 401K PLAN | NORWALK CT | 194 | $17.2M | $493K |
| 6 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $245K |
| 7 | STAFFING 360 SOLUTIONS, INC. STAFFING 360 SOLUTIONS, INC. & SUBSIDIARIES 401(K) PLAN | SHELTON CT | 1,252 | $9.8M | $183K |
| 8 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $113K |
| 9 | ROBERT RESOURCES, L.L.C. ROBERT RESOURCES, L.L.C. RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 491 | $4.7M | $51K |