Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard 500 Index Adm Mutual fund n/a in their Schedule of Assets, totaling $43.3M 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 | FOREST COUNTY POTAWATOMI COMMUNITY FCP RETIREMENT PLAN | CRANDON WI | 3,667 | $143.6M | $9.7M |
| 2 | NORTHERN OHIO MEDICAL SPECIALISTS, LLC NOMS 401(K) PROFIT SHARING PLAN | SANDUSKY OH | 1,257 | $117.2M | $9.5M |
| 3 | HADADY, LLC HADADY LLC PROFIT SHARING & 401(K) SAVINGS PLAN |
DYER IN |
| 98 |
| $15.4M |
| $7.5M |
| 4 | COLONY TIRE CORPORATION COLONY TIRE CORPORATION 401(K) PLAN | EDENTON NC | 918 | $38.8M | $3.0M |
| 5 | AMERICAN BANK & TRUST AMERICAN BANK & TRUST 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 194 | $31.6M | $2.2M |
| 6 | MONTEREY PENINSULA SURGERY CENTER, LLC MONTEREY PENINSULA SURGERY CENTER, LLC 401(K) PLAN | MONTEREY CA | 223 | $17.4M | $2.0M |
| 7 | BUSHEL INC. BUSHEL INC. 401(K) PLAN | FARGO ND | 120 | $12.5M | $2.0M |
| 8 | WINSLOW MEMORIAL HOSPITAL LITTLE COLORADO MEDICAL CENTER PENSION PLAN | WINSLOW AZ | 275 | $18.3M | $1.5M |
| 9 | SPUDNIK EQUIPMENT COMPANY LLC SPUDNIK EQUIPMENT COMPANY LLC 401(K) PROFIT SHARING PLAN | BLACKFOOT ID | 511 | $21.5M | $1.1M |
| 10 | THE BREWER-GARRETT COMPANY THE BREWER-GARRETT COMPANY 401(K) PS PLAN | MIDDLEBURG HEIGHTS OH | 200 | $24.6M | $1.0M |
