Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding 500 Index Vanguard in their Schedule of Assets, totaling $12.6M 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 | LAKESIDE INDUSTRIES INC. LAKESIDE INDUSTRIES INC. EMPLOYEE SAVINGS PLAN | ISSAQUAH WA | 175 | $72.3M | $9.6M |
| 2 | M S BENBOW & ASSOCIATES M S BENBOW & ASSOCIATES 401(K) PLAN | METAIRIE LA | 147 | $19.2M | $2.2M |
| 3 | SHOPPERSCHOICE.COM,L.L.C. SHOPPERSCHOICE/BLAZE 401(K) PLAN |
BATON ROUGE LA |
| 298 |
| $6.7M |
| $753K |