Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding (b)(c) Identity of Issue/Description (e) Value Mutual funds Vanguard 500 Index Fund in their Schedule of Assets, totaling $51.0M 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 | DUCKS UNLIMITED, INC. DUCKS UNLIMITED, INC. 401(K) PLAN | MEMPHIS TN | 835 | $185.5M | $26.2M |
| 2 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | GERMANTOWN TN | 928 | $148.2M | $19.0M |
| 3 | REGENT HOLDING COMPANY, LLC REGENT HOLDING COMPANY, LLC 401(K) PLAN |
MEMPHIS TN |
| 281 |
| $19.4M |
| $3.1M |
| 4 | UPCHURCH COMPANIES RETIREMENT, LLC UPCHURCH COMPANIES RETIREMENT, LLC 401(K) PLAN | GREENWOOD MS | 437 | $17.3M | $2.7M |
