Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vngrd Us Gr Adml Mutual Funds 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON WI | 569 | $108.0M | $617K |
| 2 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $401K |
| 3 | SAN DIEGO COASTAL MEDICAL GROUP, INC. |
SAN DIEGO CA |
| 286 |
| $136.5M |
| $144K |
| 4 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $21K |
