Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vngrd Strat Eq Inv in their Schedule of Assets, totaling $1.2M 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 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $726K |
| 2 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $418K |
| 3 | AFFINITY DENTAL AFFINITY DENTAL 401-K RETIREMENT PLAN |
HOLYOKE MA |
| 178 |
| $20.0M |
| $53K |
| 4 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $2K |
