Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vngrd Wlsly Inc Adml Mutual funds in their Schedule of Assets, totaling $493K 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $259K |
| 2 | OAKBRIDGE INSURANCE AGENCY, LLC OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | LAGRANGE GA | 536 | $24.9M | $151K |
| 3 | LACALLE GROUP, LLC |
AUSTIN TX |
| 150 |
| $20.9M |
| $77K |
| 4 | QUOTELAB, LLC DBA MEDIAALPHA QUOTELAB, LLC DBA MEDIAALPHA 401(K) SAVINGS PLAN | LOS ANGELES CA | 136 | $15.5M | $7K |
