Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered investment companies Vanguard Vanguard 500 Index Fund in their Schedule of Assets, totaling $12.4M 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 | STAUFFER BISCUIT COMPANY STAUFFER BISCUIT COMPANY 401(K) PLAN | YORK PA | 602 | $32.9M | $6.2M |
| 2 | EUCLID INSURANCE SERVICES, INC. EUCLID INSURANCE SERVICES, INC. 401K PLAN | ITASCA IL | 175 | $33.2M | $6.0M |
| 3 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
YORK PA |
| 69 |
| $9.0M |
| $289K |
