Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Vanguard 500 Idx Adm Registered investment company in their Schedule of Assets, totaling $72.8M 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 | FCN, INC. FCN, INC. 401(K) PLAN | ROCKVILLE MD | 109 | $25.5M | $9.4M |
| 2 | FLANAGAN STATE BANK FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST | FLANAGAN IL | 118 | $14.7M | $7.7M |
| 3 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN |
WESTWOOD NJ |
| 215 |
| $38.0M |
| $6.8M |
| 4 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $5.5M |
| 5 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $5.0M |
| 6 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $4.0M |
| 7 | DIGITAL MONITORING PRODUCTS, INC. DIGITAL MONITORING PRODUCTS, INC. EMPLOYEES 401K PLAN | SPRINGFIELD MO | 364 | $18.5M | $3.8M |
| 8 | GENETEC USA, INC. GENETEC USA, INC. 401(K) PLAN | — | 218 | $26.6M | $3.5M |
| 9 | PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 429 | $28.3M | $3.3M |
| 10 | THE LIFETIME VALUE CO. LLC THE LIFETIME VALUE CO., LLC RETIREMENT TRUST | NEW YORK NY | 144 | $20.7M | $2.6M |
