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 Shares of registered investment companies in their Schedule of Assets, totaling $6.2M 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 | NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN | PORTLAND OR | 104 | $25.5M | $3.8M |
| 2 | EVERGREEN FAMILY MEDICINE, P.C. EVERGREEN FAMILY MEDICINE, P.C. 401(K) PLAN | ROSEBURG OR | 311 | $17.4M | $1.3M |
| 3 | NATIVE AMERICAN YOUTH AND FAMILY CENTER |
PORTLAND OR |
| 140 |
| $5.0M |
| $1.1M |
| 4 | NEW NARRATIVE NEW NARRATIVE 401(K) PLAN | TIGARD OR | 318 | $5.7M | $11K |
