Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vangrd 500 Index Fund Adm Mutual fund in their Schedule of Assets, totaling $30.3M 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 | CNC SOFTWARE, LLC CNC SOFTWARE, LLC PROFIT SHARING PLAN | TOLLAND CT | 336 | $71.2M | $5.9M |
| 2 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP 401(K) PLAN | CONCORD CA | 205 | $29.4M | $4.3M |
| 3 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN |
NASHVILLE TN |
| 916 |
| $35.9M |
| $3.9M |
| 4 | ALL COPY PRODUCTS, INC. ALL COPY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 352 | $22.9M | $2.4M |
| 5 | FINQUERY, LLC FINQUERY 401(K) PLAN | ATLANTA GA | 170 | $12.2M | $2.2M |
| 6 | TOLUNA USA, INC TOLUNA USA, INC. 401K PLAN | NORWALK CT | 83 | $15.4M | $2.2M |
| 7 | LAUGHLIN, FALBO, LEVY & MORESI, LLP LAUGHLIN, FALBO, LEVY & MORESI, LLP PROFIT SHARING | CONCORD CA | 181 | $24.9M | $1.9M |
| 8 | ABS GRAPHICS, INC. ABS GRAPHICS, INC. 401(K) PLAN | ITASCA IL | 109 | $11.6M | $1.8M |
| 9 | BALDWIN AREA MEDICAL CENTER, INC. WESTERN WISCONSIN HEALTH 403(B) PLAN | BALDWIN WI | 456 | $41.0M | $1.5M |
| 10 | JERRYS FORD SALES, INC. JERRYS AUTOMOTIVE GROUP 401 K PROFIT SHARING PLAN | LEESBURG VA | 75 | $10.9M | $1.4M |
