Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard 500 Index Adm. Fund Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | DANA HALL SCHOOL DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES | WELLESLEY MA | 209 | $63.1M | $3.9M |
| 2 | ASSOCIATES IN WOMENS HEALTH P.A. ASSOCIATES IN WOMENS HEALTH P.A. 401K PROFIT SHARING PLAN | WICHITA KS | 76 | $34.6M | $2.6M |
| 3 | BOARDWALK IG MANAGEMENT, LLC |
COSTA MESA CA |
| 67 |
| $15.2M |
| $1.4M |
| 4 | AETREX, INC. AETREX, INC. 401(K) PLAN | TEANECK NJ | 142 | $10.9M | $914K |
