Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Vanguard Group Vanguard 500 Index Fund in their Schedule of Assets, totaling $52.2M 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 | 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 | MOREHOUSE SCHOOL OF MEDICINE |
ATLANTA GA |
| 1,609 |
| $260.2M |
| $4.4M |
| 4 | THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL TAX 403(B) PLAN | HOUSTON TX | 105 | $13.4M | $3.6M |
| 5 | INN VENTURES IVI, LP INN VENTURES IVI LP 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 2,001 | $14.4M | $2.7M |
| 6 | VICEROY HOTEL MANAGEMENT, LLC VICEROY HOTEL MANAGEMENT, LLC 401(K) PLAN | WEST HOLLYWOOD CA | 317 | $13.1M | $1.1M |
| 7 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $851K |
| 8 | MEETINGS & INCENTIVES WORLDWIDE, INC. MEETINGS & INCENTIVES WORLDWIDE, INC. 401(K) P/S PLAN | CALEDONIA WI | 296 | $20.8M | $419K |
