Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding s Vanguard Vanguard 500 Index Fund in their Schedule of Assets, totaling $35.6M 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 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $9.8M |
| 2 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $6.2M |
| 3 | H & T WATERBURY, LLC H&T WATERBURY, LLC 401(K) PLAN |
WATERBURY CT |
| 401 |
| $25.4M |
| $4.6M |
| 4 | H & T WATERBURY, INC. H&T WATERBURY, INC. 401(K) PLAN | WATERBURY CT | 429 | $24.3M | $4.0M |
| 5 | COMMUNITY HEALTHCARE NETWORK, INC. COMMUNITY HEALTHCARE NETWORK 403(B) PLAN | NEW YORK NY | 587 | $32.4M | $3.8M |
| 6 | ODA PRIMARY HEALTH CARE NETWORK ODA PRIMARY HEALTH CARE NETWORK 403(B) PLAN | BROOKLYN NY | 656 | $13.3M | $2.5M |
| 7 | ADVANCED BEHAVIORAL HEALTH, INC. ADVANCED BEHAVIORAL HEALTH, INC. 401(K) PLAN | MIDDLETOWN CT | 133 | $16.3M | $2.3M |
| 8 | JAMES WOOD MOTORS, INC JAMES WOOD MOTORS 401(K) PLAN | DECATUR TX | 370 | $18.9M | $1.3M |
| 9 | MYSTIC SEAPORT MUSEUM, INC. MYSTIC SEAPORT MUSEUM DC RETIREMENT PLAN | MYSTIC CT | 222 | $26.8M | $1.2M |