Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard 500 Idx Adm Mutual funds in their Schedule of Assets, totaling $18.7M 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 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $3.6M |
| 2 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $3.5M |
| 3 | THE WARDLAW-HARTRIDGE SCHOOL WARDLAW-HARTRIDGE SCHOOL DC RETIREMENT PLAN | EDISON NJ | 109 | $28.1M | $3.0M |
| 4 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $2.6M |
| 5 | THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA 92ND STREET Y 403(B) PLAN | NEW YORK NY | 634 | $30.5M | $2.1M |
| 6 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $2.0M |
| 7 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $1.1M |
| 8 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $804K |
