Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard 500 Idx Adm Mutual Fund n/a in their Schedule of Assets, totaling $20.0M 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 | ANESTHESIA ASSOCIATES OF BOISE ANESTHESIA ASSOCIATES OF BOISE 401(K) SALARY SAVINGS PLAN | BOISE ID | 161 | $95.6M | $7.5M |
| 2 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $4.7M |
| 3 | ST. ANNE'S EPISCOPAL SCHOOL, INC. |
DENVER CO |
| 88 |
| $20.9M |
| $4.2M |
| 4 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $2.3M |
| 5 | MONTANA STATE UNIVERSITY FOUNDATION, INC. MONTANA STATE UNIVERSITY FOUNDATION 403(B) DC PLAN | BOZEMAN MT | 72 | $18.3M | $1.3M |
