Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies Vanguard 500 Index Adm Registered Investment Company in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INCLOUD LLC ONTRA 401(K) PLAN | CONCORD CA | 329 | $20.2M | $2.2M |
| 2 | APEX HERITAGE GROUP, LLC APEX HERITAGE GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 229 | $5.3M | $649K |
