Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Vanguard 500 Idx Adm Mutual fund - in their Schedule of Assets, totaling $72.3M 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 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $10.4M |
| 2 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $7.2M |
| 3 | NEW ENGLAND LAW BOSTON NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN |
BOSTON MA |
| 85 |
| $87.0M |
| $5.1M |
| 4 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $4.5M |
| 5 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $4.4M |
| 6 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $4.1M |
| 7 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $3.8M |
| 8 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $3.5M |
| 9 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $3.5M |
| 10 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $3.1M |
