Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding The Vanguard Group Vanguard 500 Index Fund in their Schedule of Assets, totaling $62.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 328 | $96.7M | $21.3M |
| 2 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 297 | $82.7M | $17.8M |
| 3 | JOHN MORIARTY & ASSOCIATES, INC. |
WINCHESTER MA |
| 424 |
| $104.8M |
| $9.3M |
| 4 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $4.4M |
| 5 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $3.6M |
| 6 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $2.7M |
| 7 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $1.1M |
| 8 | CRITICAL ELECTRIC SYSTEMS GROUP, LLC CRITICAL ELECTRIC SYSTEMS GROUP, LLC 401(K) PLAN | PLANO TX | 204 | $8.1M | $881K |
| 9 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $851K |
| 10 | MEETINGS & INCENTIVES WORLDWIDE, INC. MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN | CALEDONIA WI | 296 | $20.8M | $419K |
