Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group, Inc. 500 Index Fund Admiral Shares in their Schedule of Assets, totaling $49.6M 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 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $18.9M |
| 2 | OREGON EMERGENCY PHYSICIANS P.C. OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND OR | 100 | $114.6M | $16.4M |
| 3 | THE SHELTERING ARMS HOSPITAL |
RICHMOND VA |
| 677 |
| $52.0M |
| $10.7M |
| 4 | BRIDGEWELL RESOURCES LLC BRIDGEWELL RESOURCES LLC 401(K) SAVINGS PLAN | LAKE OSWEGO OR | 124 | $24.6M | $3.6M |
