Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding s Vanguard Vanguard 500 Index Fund Admiral Shares in their Schedule of Assets, totaling $15.4M 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 | AMALGAMATED BANK AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES | NEW YORK NY | 219 | $45.4M | $5.7M |
| 2 | I.A.T.S.E. LOCAL 16 WELFARE TRUST FUND I.A.T.S.E. LOCAL 16 HEALTH AND WELFARE TRUST FUND | PLEASANTON CA | 1,030 | $21.8M | $2.9M |
| 3 | CAMBRIDGE UNIVERSITY PRESS |
NEW YORK NY |
| 332 |
| $53.3M |
| $2.7M |
| 4 | APOLLO INTELLIGENCE OPERATING LLC APOLLO INTELLIGENCE 401(K) PLAN | WATERTOWN MA | 137 | $10.6M | $2.1M |
| 5 | SPICER JEFFRIES & CO LLP SPICER JEFFRIES & CO LLP 401(K) PROFIT SHARING PLAN & TRUST | DENVER CO | 97 | $5.3M | $886K |
| 6 | OLINK PROTEOMICS INC OLINK PROTEOMICS INC 401(K) PROFIT SHARING PLAN & TRUST | WALTHAM MA | 153 | $10.0M | $637K |
| 7 | APPLETREE EARLY LEARNING PUBLIC CHARTER SCHOOL APPLETREE EARLY LEARNING 403(B) PLAN | WASHINGTON DC | 135 | $3.1M | $427K |
| 8 | INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 78 PENSION PLAN | GOODLETTSVILLE TN | 176 | $39.8M | $136K |
