Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard 500 Idx Adm Mutual funds in their Schedule of Assets, totaling $15.6M 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 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $3.6M |
| 2 | ALASKA COMMUNICATIONS SYSTEMS HOLDINGS, INC. ALASKA COMMUNICATIONS SYSTEMS RETIREMENT PLAN | ANCHORAGE AK | 1 | $9.7M | $3.3M |
| 3 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN |
PALO ALTO CA |
| 78 |
| $19.2M |
| $2.6M |
| 4 | THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA 92ND STREET Y 403(B) PLAN | NEW YORK NY | 634 | $30.5M | $2.1M |
| 5 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $2.0M |
| 6 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $1.1M |
| 7 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $804K |
