Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,137 U.S. retirement plans report holding Vanguard 500 Index Adm Vanguard 0 in their Schedule of Assets, totaling $2.3B 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 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $28.5M |
| 2 | ADVANSIX INC. ADVANSIX INC SAVINGS PLAN | PARSIPPANY NJ | 1,435 | $173.1M | $25.7M |
| 3 | FREEPOINT COMMODITIES LLC FREEPOINT COMMODITIES LLC 401(K) PLAN |
STAMFORD CT |
| 395 |
| $100.5M |
| $25.1M |
| 4 | VESSCO, INC. VESSCO INC RETIREMENT PLAN | CHANHASSEN MN | 1,264 | $182.0M | $23.8M |
| 5 | HIGHLAND CLINIC, A P.M.C. HIGHLAND CLINIC, A P.M.C. 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 185 | $86.1M | $23.0M |
| 6 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $21.4M |
| 7 | LATITUDE AI LLC LATITUDE AI LLC 401(K) PLAN | PITTSBURGH PA | 555 | $113.7M | $19.1M |
| 8 | PDT PARTNERS, LLC PDT 401(K) PLAN | NEW YORK NY | 251 | $101.4M | $19.1M |
| 9 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $18.9M |
| 10 | ANALYTICAL MECHANICS ASSOCIATES, INC. ANALYTICAL MECHANICS ASSOCIATES 401K PLAN | HAMPTON VA | 687 | $88.2M | $16.6M |
