Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $49.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard 500 Index Fund ADM, Vanguard 500 Index ADM, Vanguard 500 Index Fund-adm. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | M3 USA CORPORATION M3 USA CORP 401(K) PROFIT SHARING PLAN AND TRUST | FORT WASHINGTON PA | 642 | $58.1M | $8.4M |
| 2 | BLESSEY MARINE SERVICES, INC. BLESSEY MARINE SERVICES, INC. 401(K) PLAN | HARAHAN LA | 675 | $65.9M | $6.7M |
| 3 | DELTA DENTAL OF RHODE ISLAND DELTA DENTAL OF RHODE ISLAND 401(K) PROFIT SHARING PLAN | PROVIDENCE RI | 108 | $55.3M | $6.1M |
| 4 | QUALIFIED EMERGENCY SPECIALISTS, INC. QUALIFIED EMERGENCY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY TX | 76 | $66.0M | $5.9M |
| 5 | PPC FLEXIBLE PACKAGING, LLC PPC FLEXIBLE PACKAGING, LLC 401(K) PROFIT SHARING PLAN | BUFFALO GROVE IL | 926 | $40.0M | $3.0M |
| 6 | HEAT TRANSFER SOLUTIONS, INC. HTS ENGINEERING, LTD 401(K) PLAN | HOUSTON TX | 378 | $21.5M | $2.5M |
| 7 | PBD & P, INC. PBD & P, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WEST PALM BEACH FL | 80 | $28.5M | $2.2M |
| 8 | NOVUM HOLDINGS LLC NOVUM STRUCTURES, LLC 401(K) RETIREMENT PLAN | MENOMONEE FALLS WI | 95 | $24.4M | $2.0M |
| 9 | SENNHEISER ELECTRONIC CORPORATION SENNHEISER ELECTRONIC CORPORATION 401(K) PLAN | OLD LYME CT | 117 | $26.5M | $1.8M |
| 10 | CREDIT CARD SERVICES, INC. BANKCARD SERVICE 401(K) PLAN | TORRANCE CA | 122 | $5.5M | $1.8M |
