Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 75 retirement plans report an interest in this investment, totaling $288.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard 500 Index Admiral, Vanguard 500 Index Fund - Admiral, Vanguard 500 Index Fund Admiral. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | VANASSE HANGEN BRUSTLIN, INC. VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN | WATERTOWN MA | 2,079 | $464.0M | $55.0M |
| 2 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $38.0M |
| 3 | INTERNATIONAL ASSOCIATION OF PLUMBING & MECHANICAL OFFICIALS INTERNATIONAL ASSOCIATION OF PLUMBING & MECHANICAL OFFICIALS 401(K) PLAN | ONTARIO CA | 245 | $84.6M | $21.8M |
| 4 | LANCO INTERNATIONAL, INC. LANCO INTERNATIONAL, INC. EMPLOYEES' 401(K) RETIREMENT SAVINGS PROGRAM | HAZEL CREST IL | 713 | $117.1M | $17.8M |
| 5 | PLUMBERS AND PIPEFITTERS LOCAL 344 LOCAL 344 ANNUITY FUND PLAN | OKLAHOMA CITY OK | 1,459 | $61.6M | $14.2M |
| 6 | NOVUS INTERNATIONAL, INC. NOVUS INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 244 | $88.9M | $12.1M |
| 7 | LAKESIDE INDUSTRIES INC. LAKESIDE INDUSTRIES INC. EMPLOYEE SAVINGS PLAN | ISSAQUAH WA | 175 | $72.3M | $9.6M |
| 8 | KOETTER CONSTRUCTION INC KOETTER CONSTRUCTION 401(K) RETIREMENT PLAN | FLOYDS KNOBS IN | 161 | $33.5M | $9.5M |
| 9 | REES-JONES HOLDINGS LLC REES-JONES HOLDINGS LLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 139 | $35.1M | $9.4M |
| 10 | ASHGROVE HOLDINGS, LLC THE ASHGROVE HOLDINGS 401K PLAN | STERLING VA | 1,090 | $89.8M | $9.1M |
